As-Needed Financial Advice, Cash Flow, Retirement Planning, Investments, Insurance Planning, Employee Benefits, Estate Planning, Debt Management

Get Acquainted Meeting – Free (About 1 hour)
The Get Acquainted Meeting is offered at no charge and no obligation. This is a good way to get to know each other, discuss what you’re looking for, how we can work together, and ultimately decide whether we are a good fit.  Advice is not typically given during this meeting.

It usually lasts about an hour and is preferably in person, but can be over the phone.  A confidential questionnaire must be completed and returned prior to this meeting.


Financial Triage – Typically about $600 – $1,000

Do you have burning questions that keep you up at night? Let’s target one or two specific concerns so you can start making progress, put your mind at ease, and ultimately sleep better.

In preparation, you’ll complete a questionnaire and provide relevant documents ahead of time.  We then use the information provided for data input and analysis.

We’ll have a 60 – 90 minute in-person meeting where you’ll get an overview of where you stand in relation to the specific goal/issue, answers to pressing questions and concerns, and a concise list of recommended action steps to take next.

Afterwards, you can expect follow-up communication to address any loose ends. Financial triage is great for those who may not be ready for extensive financial planning and/or investment analysis, which are larger commitments in both time and cost.


Extensive Financial Planning – Usually $2,000 – $4,000

Looking for a plan that examines several areas of your financial life?  Do you want to ensure that your family is adequately protected, your investments are well-suited for your situation, and your savings are aligned with both your short and long-term goals, etc.? 

An extensive financial plan starts by clarifying your needs, goals, and dreams and discussing any fears or obstacles.  We’ll examine the pertinent aspects of your financial life and make a plan that aligns your finances with your priorities.  The result will be a clear understanding of your situation and what steps are needed to maximize the likelihood of success.  The pricing for this customized planning is based upon your needs and the complexity of your situation.