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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.

1. Initial Meeting

  • Fact gathering
  • Identify objectives
  • Define scope of engagement and timeline
  • Fee estimate

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

3. Final Presentation

  • Provide recommendations and implementation advice

4. Execution

  • Account(s) setup
  • Trade execution

Many firms say they provide transparent pricing, and then tell you to call their office for a quote.

We’re different.

Save time and see our pricing below.

Package Options



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


Full Details


Everything from Starter package plus:

  • Investment portfolio analysis, strategy, and recommendations
  • Year-end tax planning & savings
  • Stock options strategy and stock plan optimization (ESPP, RSU, ISO, NQSO)
  • 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


Full Details


Everything from Essentials package plus:

  • Tax coordination meeting with your accountant
  • Alternative investment strategy (private equity, venture capital, non-traded real estate)
  • Tax-qualified investment consideration (exchange funds, qualified opportunity zones, 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


Full Details
Topic-Specific Help

Topic-Specific Help

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.


Schedule a Call

A year in the life of our clients:

Book a Complimentary Financial Planning Consultation