Broker Check

Financial Planning

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

Everyone has their financial goals, but not everyone knows how they will get there.

How much risk should I take to reach my goals? Do I have enough to retire and at what age? How do I save for my children's education and my retirement at the same time? How can I be as tax-efficient as possible?

These are all valid questions, and fortunately, we have the answers. 

We strive to be different, so our firm offers transparent pricing. 

Save time and see our pricing below.



  • Develop investment portfolio & set financial goals
  • 5 year cash flow and savings projection (click the link to see a video of an example)
  • Review retirement account contributions (IRA & Roth)
  • Evaluate employer retirement plans (401(k), 403(b), SEP IRA, etc.)
  • Elect employee benefits & evaluate supplemental coverage needs

12-Month Engagement


Full Details


Everything from Starter package plus:

  • Investment portfolio analysis and recommendations to asset allocation and/or target date funds
  • Stock options strategy and stock plan optimization for ESPP and RSUs
  • Debt strategy for mortgage, student loans, auto loans, etc.
  • Traditional versus ROTH contribution analysis
  • Education and college funding
  • Insurance planning (Life, Disability, Long-term care)
  • Assistance with major purchases (i.e. home buying help)
  • Review custodial account contributions

12-Month Engagement


Full Details


Everything from Starter + Essentials packages plus:

  • Tax coordination meeting with your accountant
  • Stock options strategy and stock plan optimization for ISOs and NSOs
  • Alternative investment strategy (venture capital, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds,  deferred annuities, etc.)
  • Retirement income forecasting and planning
  • Concentrated stock strategies & liquidation (10b5-1 planning)
  • Estate planning review - updating documents and beneficiaries as needed
  • Budget analysis (spending by category, spending history, budget establishment)
  • Roth IRA Conversion analysis
  • Annual gifting & charitable giving

12-Month Engagement


Full Details

Client Onboarding Process

Step 1:  Introductory Meeting

  • Fact gathering - your current finances and goals
  • Identify objectives
  • Define scope of engagement and timeline
  • Fee estimate

Step 2: Goal Setting + Software Setup

  • Outline short and long term goals 
  • Link accounts to eMoney software
  • Review spending and cash flow
  • Risk assessment
  • Collect fee

Step 3: Final Presentation

  • Provide recommendations and implementation advice based on your financial profile and goals.

Step 4: Execution

  • Complete account(s) setup
  • Trade execution

A Year In The Life Of Our  Clients

Book an Introductory Call

Frequently Asked Questions

1.) What’s the main difference between Essentials and Complete? 

The main difference is that the Complete package provides coordinated planning with an outside tax professional throughout the year. Coordinated planning can be beneficial to you because your strategy is developed with both financial planning and tax consequences in mind. Furthermore, it allows you to have confidence knowing you’re asking the appropriate questions to your accountant.

2.)  If I want one service from the Complete package, can I swap that in for a service in the Essentials package that I don’t need?

Yes, you can. Our packages are priced based on how much time we spend with you so let us know what you have in mind and we’ll tailor the engagement to fit your needs.

3.)  What is the additional fee to include my spouse?

For the Essentials and Complete packages, there are no extra fees to include your spouse. The flat fees of $5,000 and $8,000 includes the both of you.