Financial Planning

Whatever path you choose, we call this Financial Independence. Creating a plan to guide you down this path requires more than just saving for the future. You need a Financial Plan.

Our Financial Planning Process

Discovery

  • Get Acquainted Meeting – This can be Zoom or In-person. This will give us a chance to see one another, ask questions, and really to just determine if working together will be a good fit.
  • Data Gathering – After our Get Acquainted meeting, we will send you a link to our online data gathering tool for you to complete as well as a link to a DropBox folder for you to upload your financial documents.
  • Discovery Meeting – Together, we will review the data that you completed and uploaded, your goals/objectives, your current financial situation, and begin to formulate possible recommendations. Can be Virtual or In-person and usually takes about 60 minutes.

Strategy

  • Financial Analysis – We will use our financial planning tools to analyze your current financial situation and create recommendations based on sound financial planning techniques.
  • Strategy Meeting – We will meet with you to review our analysis and recommendations. We will then agree on an implementation strategy and schedule. Can be Virtual or In-person and usually takes about 60-90 minutes. May also be broken into two meetings depending on complexity and schedules.

Implementation

  • Implementation Meeting – We will meet with you to assist with implementing the recommendations and strategies that you choose. We do provide investment management services as well as access to accounting, legal, and insurance brokers to help you implement any strategy or recommendation.

Monitoring

  • Review and Monitor Progress – We will meet with you as needed and on a regular basis, at least annually, but usually more frequently depending on engagement level and complexity of strategies. We monitor the accounts that we service on a quarterly basis.
  • Online Financial Planning – We use RightCapital to analyze and create our financial recommendations. You can receive access to the Snapshot so you can stay up to date on your progress.

Fee Structure & Pricing

Initial Fee

  • Discovery, Analysis, Recommendations for selected planning topics
  • 12-month of planning and review as needed
  • Quarterly check-ins
  • Paid in full after discovery meeting

Renewal Fee

  • Update Discovery, Analysis, Recommendations if needed
  • 12-month of planning and review as needed
  • Quarterly check-ins
  • Paid annually in full

Advanced

Initial

$4,000

Renewal

$2,000

Includes:

✓

All Comprehensive

✓

Business Review

✓

and/or Additional Real Estate

Traditional

Initial

$3,000

Renewal

$1,500

Includes:

✓

Insurance & Risk Management

✓

Estate Planning

✓

Retirement

✓

Tax Strategies

✓

Investment Review & Strategy

✓

General (Debt, Real Estate, College, etc.)

✓

Business Review (if applicable)

Coaching

$75

/ mo

OR

$750

/ yr*

*$150 savings

Focused on education and taking the next step.

Includes:

✓

Insurance

✓

Asset Allocation

✓

Savings

✓

Debt

✓

Cash Flow

✓

Retirement Savings

✓

Cash Reserve

We are also able to assist with your life, disability, and long-term care insurance.

In some cases we will receive compensation for these products.