Services
Flexible financial plans for every stage of life.
The gut check - $750
The gut check gives you a clear, professional review of your current financial plan. We look at the details, identify gaps, and provide practical steps to improve and optimize. You’ll get personalized recommendations that help grow your money, minimize fees, and make sure your plan works for your goals.
It’s a good fit if:
You’ve built your own financial plan and want a professional review
Your plan hasn’t been updated in years
You’re unsure if it covers all the key areas like retirement, insurance, estate, and tax
Financial Planning Features
Plan completeness check
Validation of assumptions
Tax optimization review
Risk management review
Investment alignment
Goal alignment
Estate planning gap analysis
Plan Package Features
1-hour financial plan review meeting
Financial Plan Checkup scorecard with recommendations
The portfolio health check - $500
The portfolio health check gives you a clear picture of how healthy your portfolio really is. We look at fees, taxes, risk, diversification, and performance to see if everything is working the way it should.
You’ll get a simple score and practical recommendations to make your portfolio more efficient and better aligned with your goals.
It’s a good fit if:
You want a second opinion without committing to a full financial plan
You’re concerned about fees, risk, or underperformance
You’re unsure whether your portfolio is optimized for taxes and long-term growth
Financial Planning Features
Financial Planning Features
Fee analysis
Long-term investment fee impact
Tax efficiency review
Portfolio allocation review
Risk profile analysis and portfolio alignment
Performance check and review
Plan Package Features
A 1-hour one-on-one portfolio review session
A personalized Portfolio Health Check report summarizing findings and recommendations
The annual plan - $2,000
The annual plan offers a comprehensive, one-time fee service to address your unique financial goals and needs. And a yearly fee of $1,000 + tax if you want to continue longterm.
This package is perfect for individuals seeking tailored financial guidance.We provide a clear, actionable plan covering all aspects of your financial life,empowering you to make informed decisions.
Financial Planning Features
Financial Goal and Priority Setting
Financial Management: Net worth and cash flow planning, management strategies
Liabilities and Credit Assessment
Education Savings Strategies
Comprehensive Retirement Planning: Savings and income projection
Risk Management: Financial risk assessment and strategies
Investment Planning: Portfolio review and asset strategy
Estate and Power of Attorney Planning
Plan Package Features
Plan Presentation
Access to the plan at all times on our shared platform
Copy of the Full Written Plan
Year around support and access, 1-2 meeting per year included.
Access to your Financial planner no charges if you have the yearly package.
The family plan - $3,000
The family plan offers a comprehensive, one-time fee service designed for households with two adults managing their finances together. You’ll receive personalized financial advice and a clear, actionable plan covering all aspects of your family’s financial life, empowering you to make informed decisions for your household’s future.
Financial Planning Features
Complete financial planning for a family of 2 adults and kids
Financial Goal and Priority Setting
Financial Management: Net worth and cash flow planning, management strategies
Liabilities and Credit Assessment
Education Savings Strategies
Comprehensive Retirement Planning: Savings and income projection
Risk Management: Financial risk assessment and strategies
Investment Planning: Portfolio review and asset strategy
Estate and Power of Attorney Planning
Plan Package Features
Plan Presentation
Access to the plan at all times on our shared platform
Copy of the Full Written Plan
Year around support and access, 1-2 meeting per year included.
Access to your Financial planner no charges if you have the yearly package