Comprehensive Planning

Typical Questions

"Where do I stand...?"

"How much should I save?"

"Where should I save?"

"How much life insurance do I need?"

"Should I take on debt for this...?"

"How should I approach my student loans?"

"Finances bring stress to my family."

"Can I pay for my children's college costs?"

"How much can / should I give?"

"How can I reduce my taxes?"

​ "How does this... affect my taxes?

"Do I have enough to retire?
​
​"What should I do in my 401(k) / 403(b)?"

"I've heard this... is it true?"

What's Included

 Holistic Financial Plan

Understand how you relate to your money

Assess and grow wealth building traits

​A Lifetime Projection of your Cash Flow and Net Worth

Interactive "What if" implications

Your Personal Financial Website - Access everything in one place

Debt strategies

Student Loan Analysis

Overall investment plan for all of your accounts

Insurance Analysis

Employee Benefit Strategies

Tax Planning & Strategies

Estate Planning Review
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Pricing

Up-front Fee: 
$950 - $1,950

Monthly Planning Fee:
$195 - 300

Limited Tax Preparation is included in Fee.
Fee ranges on complexity of your situation. Use the fee calculator below to see your price!
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