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Financial Planning Packages

Our goal is to understand all aspects of your financial picture. By sharing the details, it helps us to gain a better understanding of who you are and where you want to be. We will walk through a detailed map of your current plan and show you what will be required to get to your desired destination. By working with you on a comprehensive map, we ensure that all of your individual strategies work together to complement your plan. We use and provide you with self-driven tools to access and monitor your stated goals.

Financial Planning Packages

Essential Plan

"Get organized and set a course for your financial future"

Meetings: Annual

  • Goals and Values Review
  • Behavioral Financial Coaching
  • Goal Monitoring
  • Investment Review
  • Retirement Planning
  • Beneficiary Review
  • Social Security and Medicare Discussion
  • Online Experience
  • 401k Investment Advice
  • Detailed Cash Flow Planning

Extensive Plan

“A comprehensive approach to fully evaluate and prioritize your finances”

Meetings: Annual

Essential Plan, Plus:

  • Net Worth Statement
  • “What if” Scenarios
  • Multiple Goal Analysis
  • Education Planning
  • Risk and Insurance Analysis
  • Basic Estate Planning
  • Roth Conversion Review

Elite Plan

“Take complete control of your financials and build your legacy”

Meetings: Two Times Annually

Extensive Plan, Plus:

  • Wealth Transfer Scenarios
  • Family Financial Education
  • Stock Option Analysis
  • Charitable Giving
  • Business Planning
  • Advanced Estate Planning

Initial Plan: Flat Fee

Ongoing Planning: Hourly Fee

Build Your Own Financial Plan

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer a la carte planning services depending on your situation and needs. Feel free to choose from the topic and areas listed in the packages above or choose your own focus area. Hours will be estimated and proposed on a project-by-project basis.

Investment Management Services

Your time horizon, tolerance for risk and overall goals for your money are the key drivers in how we help manage your investments. With that said, the investments we choose for your plan are just one small piece of the puzzle. Your investment  strategy should also take into account and complement your tax strategies, retirement income plan, legacy and charitable giving, longevity risk and education planning, should you have the need.

  • Portfolio Reviews
  • Investment Discussion and Selection
  • Rebalancing
  • Gain/Loss Harvesting
  • Time Horizon Analysis
  • Risk Tolerance Analysis
  • Asset Allocation
  • Research

Investment Management Advisory Fee Schedule

*AUM Fee Discount with Financial Planning Engagement

Account Value Tiers

  • $25,000– $249,999
  • $250,000 – $499,999
  • $500,000 – $999,999
  • $1.000,000 – $1,999,999
  • $2,000,000 +