We look at your complete financial picture. This includes topics such as: goal setting, cash flow analysis, debt management and pay off, investments, tax planning, purchasing/selling real estate, education savings, retirement planning, charitable giving, insurance and estate planning. We set the foundation, then have quarterly meetings to discuss and ensure you are on the right track. I become your accountability partner through the process. Minimum starting fee is $4,300.

The financial advice I received early in my career is what allows me to do what I am doing now. This service is offered to clients under 30 years old, with less complicated financial situations. You are in the early years of earning, and you are not sure what the next best steps are for your income, paying down debt (credit cards or student loans), saving, planning for retirement, while balancing living a fulfilled life. Minimum starting fee is $2,500.

We work together on the financial topics that are most important to you, along with guiding you on investments and the part it plays in your portfolio and goals. Minimum fee of $4,300 and would be a combination of financial planning fees and investment management fees.

You need a qualified financial professional to guide you on a few burning topics and you don’t need ongoing guidance. We have a two (2) hour consulting call. This is not comprehensive financial planning. The fee is $1,000 at the beginning of the engagement. We have one 30 minute follow up call to check in to ensure you are on the right track, two months later.