1 Daniel Burnham Court
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.
Everything from Starter package plus:
Everything from Essentials package plus:
Contact us if you’d like to discuss getting advice on a specific topic or if you feel that one of the packages described does not apply to you.
1.) What’s the main difference between Essentials and Advanced?
The main difference is that the Advanced package provides coordinated planning with a 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 Advanced 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 Advanced packages, there are no extra fees to include your spouse. The flat fees of $5,000 and $8,000 includes the both of you.