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HELPING YOU FIT THE FINANCIAL PIECES TOGETHER

SERVICES


Comprehensive Fee-Only Financial Planning

Our comprehensive financial planning program delivers savings and peace of mind that far exceeds its cost. We’ll work with you on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement your financial plan. Naturally, pressing needs may be addressed first but our general process includes:

  • Goal Setting
  • Money Management and Spending Plans
  • Tax Preparation and Planning
  • Portfolio and Real Estate Analysis
  • Investment Strategy and Implementation
  • Insurance Analysis and Review
  • Estate Planning Review
  • Retirement Planning
  • Strategic Business Planning
  • College Funding and Education Planning


Financial Tune-up

This program is designed to “cure” what ails your personal finances and address specific financial problems you may have. There is limited number of meetings to address the issues you may be facing and get you on the right financial path.


Contact Us to schedule a no-cost, no-obligation consultation.