Broker Check

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 can work towards impactful changes. 

What You'll Get:

  • 6+ meetings or calls
  • 4+ deliverables that provide insight and work towards 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 strategy for stock options and stock plan
  • 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: 

Education of the following:

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


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

Schedule a Call to Learn More