Currently we are adding clients to our wait list. If you would like to be added, please schedule a complimentary phone call HERE so that we can discuss your needs and timeline. Thank you!
We offer the following client service packages to suit your particular needs:
Consultation or Coaching
Designed for people with a specific challenge or immediate financial concern.
Personalized Financial Plan (one-time engagement)
Designed for those who want an analysis of their entire financial situation, discussion of goals, issues and concerns, followed by recommendations and strategies for reaching those goals.
Investment Management & Planning Services (ongoing engagement)
Designed for people who want ongoing management of their investment portfolio as well as personalized financial planning services.
The Personalized Financial Plan is like a map to guide you on your journey, while the Investment Management and Planning Services are similar to a GPS. Maps will eventually be out of date and need to be updated (at additional cost), but the GPS is constantly adjusting for new conditions in your financial landscape and help is available at the touch of a button!
See our fees page for more information about the cost of these services.
If you have questions about any of these services, please do not hesitate to contact us. Or click HERE to schedule a complimentary phone call!