1008 Carolan Ave.
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.
What We Bring To The Table:
improved motivation | increased accountability | enhanced perspective | greater confidence
A professional process in place to manage your finances
assessment of current situation | set realistic goals | design custom plan
More time on your calendar
we set meetings | discuss any changes | remain on track | you focus on your personal life
Avoid common mistakes
inadequate diversification | not taking advantage of tax-advantaged accounts | poor investment choices
Maximize opportunities by staying in the know
latest trends and products | take advantage of new growth opportunities | minimize risks
set deadlines | keep you accountable | breakdown goals into manageable tasks | take action | make progress
We deliver on this engagement in 90 days or less
For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.
This fee does not include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.
Please note that the below meeting structure is just an example. Meeting topics and frequency will be adjusted based on your specific situation.
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 $6,000 and $10,000 includes the both of you.