Financial Planning

Financial Health Snapshot Consultation

Sometimes all you need to get going financially is a little guidance.

The Snapshot consultation is the lighter version of our planning services where our focus is on 2 of your most pressing financial concerns.

With Snapshot Consultation, we’ll take a look at your financial picture and determine your goals and build a plan around your 2 most pressing financial issues. We’ll follow-up 1 – 3 months after to make sure you’re making progress.

Price: $750-$1200 one time fee

Planning Relationship

Most clients benefit from a long-term relationship with their financial planner who is able to address ongoing financial concerns as life happens.

With a Planning Relationship, we will work collaboratively with you on an ongoing basis to keep you in the right direction.

We’ll help you align your financial world with your values so that you live the life you want.
We’ll tackle all your financial concerns and build a plan around them including debt, retirement savings, college planning, starting a new business, insurance and getting your wills/trusts in order, etc.

With the planning relationship you get:

  • You set the frequency of our meetings
  • Unlimited access to us via email

It is invaluable to have an advisor that knows your history, your financial habits, your priorities and your financial situation to guide you when important decisions need to be made.

Pricing: $250 upfront and $100 – $200 monthly

Hourly Consultation

If neither option works for you, we are available for hourly consultation at $125 per hour

Building Us

Building us is an innovative premarital counseling program that combines relationship counseling with Financial advising. Jointly developed with Dr. Matt Morris, Building Us is designed to give couples a solid foundation prior to the wedding and during their first year of marriage. Learn More Here.