Financial Planning

We use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:

  • Cash Flow/Budgeting
  • Career Planning
  • Debt Management (Including Student Loans!)
  • Insurance/Risk Management
  • Investments
  • Retirement
  • Tax Optimization
  • Estate

These ongoing services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a seasoned professional in your 50s, we have a service tier to fit your needs. Comprehensive planning services are offered at a flat rate of $100-400 per month (based on complexity of needs), and include updates and check-ins every 3-6 months. These meetings can be conducted in person or virtually via web conference, at the convenience of the client.