Services

Financial planning isn’t just about investments – financial planning is coordinating your entire financial picture to make sure it’s working for you, not against you. We structure your financial plan based on what’s important to you. By understanding your goals, values and needs, we can better assist you on your financial journey.

Whether you are just starting out, have a family or are an empty nester, we offer a variety of services to meet your needs:

  • Full Retainer Financial Planning

    If you’re like most people, you may have some pieces of your financial plan in place – you pay taxes, have insurance and maybe have a retirement plan. However, each of these pieces might not be working together harmoniously. As a result, you might not be getting to where you want to be financially.

    Sound familiar?

    With our Full Retainer Financial Planning service, we take a look at your entire financial picture to ensure all of the pieces fit together properly.  We call this life-integrated financial planning.

    We help clients with a wide range of financial issues – tax planning, tax preparation, goal setting, estate planning, insurance, investments, cash flow, education funding, retirement planning and business planning.

    With our comprehensive approach, you’ll find that we pay attention to a lot of aspects of your financial life that might be ignored by other financial planners. For one flat annual fee, you can meet with us or speak with us as often as necessary to help you accomplish your financial goals. We answer any questions you have – anything that touches your money is fair game.

    Our Full Retainer Financial Planning service is perfect for individuals, families and small business owners who are serious about maximizing their finances and developing an action plan for reaching their goals. If you’re ready to get started, give us a call to schedule a free, no-obligation consultation. We would be happy to answer your questions and see how we can help.

    Price: Contact us for an estimate

  • Financial Review

    If you have never used a financial planner before or if you just need a little help getting your finances on the right track, a Financial Review would be a great fit for you. It is also a great option if you need help confronting a big financial decision, such as purchasing a home, changing careers, starting a family or preparing for retirement.

    With this service, we offer a 2-3 hour planning session where we focus on a couple of key financial issues of your choice. It could be anything from reviewing employee benefits or stock options to developing a spending plan, estate plan or business plan.

    After the session, we’ll provide you with written recommendations and education materials tailored to your specific needs.

    If this sounds like it would be a good fit for you, give us a call. We’ll talk about the areas you want to focus on during your session and gather some information from you to make the most of our time together.

    Price: $950 (one-time fee)

  • Tax Preparation

    Our tax preparation services are focused on reducing your tax burden. Tax preparation is included with our Full Retainer Financial Planning services. However, we also provide tax preparation as a stand-alone offering on a limited basis. If you are interested in our tax-only services, please contact us right away to make sure we can assist you.

    Price: Contact us for an estimate