Our planning process helps you make confident financial decisions by bringing clarity and structure to every area of your financial life. We provide objective, fee-only advice tailored to your goals, priorities, and financial complexity.
We offer both ongoing and project-based planning depending on your needs.
Ongoing Financial Planning
For clients who want ongoing guidance and a long-term planning relationship, we provide continuous financial planning and proactive strategy support.
This includes regular reviews, coordinated decision-making, and ongoing monitoring of your full financial picture as your life, tax laws, and markets evolve.
Average Fee: $1,500 per quarter ($6,000 annually)
Project-Based Financial Planning
For clients seeking focused advice or a comprehensive financial plan without ongoing engagement, we offer project-based planning.
This option provides a detailed roadmap and actionable recommendations tailored to your situation.
Hourly Rate: $300 per hour
Average Comprehensive Project Fee: $6,000
We provide comprehensive financial planning across all areas of your financial life, including:
Income and Expenses |
Employee Benefit Maximization, Complex Tax Planning, Emergency Fund, Cashflow Management, Productive Debt, Consumer Debt, Credit Score |
Insurance and Estate Planning |
Life, Disability, Health, Property & Casualty, Liability, Long-Term Care, Estate Planning Considerations |
Saving and Investing |
Vehicle Savings, Home Purchase, Education Savings, Taxable Savings etc.; Asset Allocation, Portfolio Suitability and Review |
Retirement |
Retirement Readiness Analysis, Social Security Strategies, Retirement Savings & Withdrawal Strategies, Retirement Accounts |
Giving and Enjoying Life |
Charitable Giving, Volunteering |
Small Business and Ownership Planning |
Business Retirement Plans, Entrepreneurs, Farmers & Landowners |