Essentials Package 

What is it?

Many of our clients start here. Our Essentials plan provides you with a financial plan and a subscription to establish good savings and spending habits and begin to invest and insure appropriately. Our goal with this plan is to provide you with guidance, perspective and education.

Specifically, the Essentials Financial Planning Package includes:

• A written financial plan
• Basic investment education
• Online access to financial tools
• Yearly planning meeting with a subscription

How does it work?

This plan includes the following three steps:

• An initial complimentary meeting to assess your goals and personal situation and discuss the financial planning process
• A fact-finding and strategy/education meeting with you to put an action plan in place
• Yearly meetings to review and adapt the action plan and goals to your changing needs

Who is it for?

While no one is typical, this package may be right for you if you:

• Are mid-stage in your career
• Have $250-500k in liquid assets
• Are investing with a long-term outlook

Investment:

• $1,000-2,500 initial planning fee depending on complexity, followed by $100 per month ongoing

Comprehensive Package 

What is it?

This plan is for you if you have more aggressive financial goals and offers heightened planning and elevated financial management coupled with refinement of a long-term interactive wealth management relationship.

The Comprehensive Financial Planning Package includes: 

• Everything in the Essentials Financial Planning Package
• Year-round email and phone access to us for questions
• Asset management offered

How does it work?

This plan expands on the Essential Package with the following three steps:

• An initial complimentary meeting to assess your goals, personal situation and the financial planning process
• A fact finding and strategy/education meeting with you to put an action plan in place
• Yearly meetings and ongoing ability to call/email us with questions to review and adapt the action plan and goals to your changing needs.

Who is it for?

This package may be right for you if you:

• Are mid-to-late stage in your career
• Have $500k-1M in liquid assets
• Are preparing for retirement

Investment:

• $1,000-5,000 initial planning fee depending on complexity followed by $200 per month ongoing 

Financial Independence Package: 

What is it?

Are you planning for your next adventure beyond your career?  Do you need advanced estate, tax and life planning for legacy and multi-generational planning? If so, this package is for you.

• Everything in the Comprehensive Package
• Multiple annual in-person meetings
• Access to client events
• Access to alternative investments

How it works:

This package expands on the Comprehensive Package with the following:

• An initial complimentary meeting to assess your goals, personal situation and the financial planning process
• A fact-finding and strategy/education meeting to put an action plan in place
• Multiple yearly meetings and ongoing access to us by phone and email for questions or to review and adapt the action plan and goals to your changing needs.

Who is it for?

This package may be right for you if you:

• Are in the later stages of your career or retirement
• Have $1M+ in liquid assets
• Have a complex financial situation

Investment:

• $1000-5000 initial planning fee depending on complexity then $300 per month after that.