Services
One-Time Plan
Financial Plan
Are you a DIYer and want a road map for your future? Do you like to handle your own investments? Are you looking for a second opinion on your financial picture?
This option is great for a comprehensive financial plan that you get to take with you. This plan is yours to keep and direct who you want to help you in all the facets of the plan.
A multi-meeting process ensures that we dive deep into every aspect of your financial picture. From your current position to your goals, and investments to insurances. Your financial will provide you with a road map and step-by-step instructions.
Personal Client
Complete Financial Planning
Do you have lofty goals and expectations for yourself? Are you highly driven in your field and desire a financial advisor to match you? Do you want to be able to pick up the phone and have your financial questions answered by someone who knows you, your financial background, and your goals?
A monthly fee-based subscription might suite you. This is tailored to the working client that may not need a full fledged plan at this time. You are working to grow your assets and need someone you can lean on to make financial decisions throughout your journey.
Investment Management
Asset-Based Plan
Do you have assets that need managed?
Not all of us are watching the financial markets everyday. You might have a job, kids, or grandkids that take precedence over managing your investments.
If you have never done it before or have tons of experience, we are here to help you make the best decision for your goals. Investing based on goals allows us to understand how much risk you need so we can decide how much risk you want.
From understanding how much house you can afford, to when you can go on that dream vacation, to how quickly you can buy that Tesla; all while keeping your retirement on track.
1
Goals
So your uncle tried to sell you a whole life policy? Don’t worry - we’ll get the protection you actually need ironed out.
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Insurance
Take a seat and learn how proper investing is not gambling; whether you’ve been investing for a while or are starting from scratch with goals-based investing.
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Investing
Making sure the government gets paid is on everyone’s requirement list; but helping to ensure you don’t get knocked out with an unexpected tax bill is on ours.
7
Taxes
Not sure if your current coverage matches your needs? Will your medical coverage derail your retirement? Either way, your medical should match your financial plan.
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Medicare
There is an art to giving. A way to give that even Uncle Sam will give you breaks.
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Planned Giving
Walking through the best savings strategy so that you actually save successfully. This starts with putting your money on autopilot so you don’t have to think about it and can enjoy spending guilt-free.
2
Savings
Navigating the best way to pay for everything that comes along with growing your family; from the cost of having a kid to the best way to pay for school.
4
Family Planning
Optimizing what’s in your wallet so that you’re getting the most out of your purchases. This all starts with understanding how to use your credit card like an adult.
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Credit Cards
One of a few ways to make your money work harder for you is by creating secondary sources of income.
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Passive Income
This may look different than what’s expected for a HENRY. Want to take periodic sabbaticals instead? Retire exceptionally early? Not work past 65? We’ve seen it and solved for it.
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Retirement
When you pass, you get to be a philanthropist whether you want to be or not. With good planning, you can choose to give to the following:
1. Loved Ones 2. Ministries & Non-Profits 3. Government/Taxes
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Estate Planning