Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Financial Planning
Plan With Confidence
Clear, actionable planning tailored to your goals and priorities.
We believe financial planning should be clear, approachable, and tailored to the way you live. Whether you're looking for ongoing guidance, a one‑time comprehensive plan, or help navigating a specific financial decision, we offer flexible planning options to meet you where you are.
Financial Planning Services & Pricing
Your initial meeting is always complimentary and focused on understanding your goals, how we can help, and which service level fits best.
Subscription-Based Financial Planning
Starting at $150/month
Our most popular service provides ongoing relationship and proactive planning throughout the year.
Includes:
- Goals-based financial plan
- Analysis & personalized recommendations
- Continuous plan updates
- Ongoing advisor access year‑round
- Regularly scheduled check‑ins
- Support with major financial decisions
- Discounted asset management fees
Ideal for: Clients who want a long‑term relationship with a trusted advisor team and continuous help staying on track.
Stand-Alone Financial Plan
Starting at $1,000
(depending on complexity)
A comprehensive, one‑time financial plan built around your goals.
Includes:
- One-time goals-based financial plan
- 3-meeting planning process
- Analysis & personalized recommendations
Ideal for: Clients who want clarity, a roadmap, and confidence—without ongoing engagement.
Hourly Financial Consulting
$200/hour
Flexible, targeted support for specific financial questions or one‑time decisions.
Includes:
- Targeted financial analysis
- Personalized recommendations
- Flexible, pay‑as‑you‑go structure
- Support with one‑time financial decisions or questions
Ideal for: Clients who need informed advice without a full financial plan.
Financial Planning Topics
Your financial life is made up of many moving parts—and each one plays a role in your long-term outcome. No two clients are the same—so no two plans should be either. We look at the full picture, including:
- Cash Flow & Budgeting
- Budget and Expense Review
- Cash Flow Analysis
- Tax and Liquidity Review
- Debt Management
- Protection PlanningLife Insurance Review
- Disability Insurance Review
- Employee Benefits Review
- Coverage Gap Analysis
- Investment Planning
- External Accounts Analysis
- Investments Review
- Tax-Efficient Investing Analysis
- Employer Retirement Plan Review
- Tax Planning
- Roth Conversions
- Health Savings Account Options
- Qualified Charitable Donations
- Retirement Planning
- Social Security
- Retirement Income
- Required Distributions
- Long-Term Care
- College Planning
- Savings Assessment
- Alternate Funding Strategies
- Account and Investment Options
- Estate & Legacy Planning
- Beneficiary Review of Accounts
- Ownership Review of Accounts
- Efficiency of Wealth Transfer
- Power of Attorney and Health Directive Review
Our Process
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.