Broker Check

Financial Planning Starter

This package is ideal for those with a W-2 income who are in the beginning stages of setting their financial goals. If you need to build an investment portfolio and need guidance on optimizing your retirement accounts, employee benefits, and supplemental coverage, then this is the appropriate package for you. 

What You'll Get:

  • 4 Meetings or Calls
  • 4 Deliverables that provide insight and are actionable
  • A reliable process to address basic financial planning needs
  • Open dialogue on your finances

What We’ll Do:

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

Initial 6-Month Engagement


Ongoing Engagement (After Initial 6 Months)


Bundle with our Estate Planning package, and save $500

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

Book an Introductory Call