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We currently have a wait list of 3-4 months for new clients.  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.

  • Limited in scope to the question at hand.
  • Meet in person, via Zoom or on the phone to discuss your concerns and review/revise recommendations.
  • Pay by the hour for as much advice as you need!

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.

  • Gathering data and analyzing your financial situation to develop a clear picture of your specific needs, issues, and concerns.
  • Designing a financial strategy that takes into account the full range of needs you have now, as well as assessing needs you may have in the future. We will cover the following areas:
    • Cashflow & spending
    • Retirement planning
    • Investment review and allocation
    • Insurance review
    • Estate planning
    • Debt management
    • College savings (if applicable)
  • Includes 2-3 in-person meetings to gather data and review/revise recommendations.
  • Written recommendations and projections provided.
  • Unlimited phone and email support throughout the planning process.
  • Note - we can tailor the plan to focus on specific planning areas.

Planning Services with optional investment management (ongoing engagement)

Designed for people who want an ongoing relationship with a planner for personalized financial planning services. This is helpful for those expecting changes in their finances or who are seeking a deeper engagement with follow-up, accountability and implementation. Optional management of your investment portfolio is available only to planning services clients.

  • Personalized financial planning services as outlined above.
  • Regular review meetings to update goals, consider changes that may affect the financial plan, and review of your investment portfolio.
  • Notification of new laws and strategies that apply to your financial situation.
  • Regular review of investment performance, allocation, and risk.

With the optional investment management services, you also receive:

  • Access to low-cost, institutional investments which have lower expenses than those available to the general public at the retail level.
  • Implementation of investment recommendations.
  • Taxable gain/loss harvesting strategies.
  • Account servicing - we take care of the paperwork so you don't have to.
  • Annual tax summary.
  • Online access to account information.
  • Unlimited phone and email support throughout the year.

The Personalized Financial Plan is like a map to guide you on your journey, while the ongoing 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!