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Financial Planning Essentials

This program is great for those with W2 incomes who are looking for a process, a plan, and help with implementation on a variety of financial considerations. We meet every 60 days and provide an open line of communication between meetings to ensure you take consistent action that leads to impactful changes. 

What You'll Get:

  • 6+ meetings or calls
  • 4+ deliverables that provide insight and lead to action
  • A reliable process to address financial planning needs
  • Open dialogue on your finances for 12 months

What We’ll Do (in addition to Starter package):

  • Objective investment analysis, strategy, and recommendations
  • Tax planning and savings
  • Determine best strategy for stock options and stock plan
  • Evaluate refinancing and lending options
  • Provide an insurance gap analysis
  • Conduct Traditional versus Roth contribution analysis
  • Begin education tuition saving and funding
  • Planning for and assistance with major purchases (i.e. home, car, etc)
  • Review custodial account contributions

Plus, save $500 on Estate Planning services: 

  • Revocable Trust
  • Property and Asset transfer 
  • Power of Attorney
  • Advanced Healthcare Directive and HIPAA Release
  • Trust Certification


Schedule a Call to Learn More