Feeling confident and in control of your financial future starts with having a clear plan that aligns with your goals and values. Financial planning is the key to turning your dreams into reality—whether it’s building wealth, preparing for retirement, or creating a legacy for future generations.
We believe financial planning is about more than just numbers; it’s about empowerment. It’s about giving you the tools, guidance, and support to take control of your finances, navigate life’s transitions, and make informed decisions that set you up for success.
Life is full of opportunities and challenges—whether you’re planning for major milestones, tackling complex decisions like managing taxes or student loans, or strategizing for your business’s future. Financial planning is your foundation for handling it all with clarity and confidence.
Our 6-month program is perfect for those looking to build a solid foundation or focus on a few specific areas of their finances. Designed for young professionals just starting their wealth journey or retirees seeking clarity on topics like Social Security or basic retirement planning, this plan offers personalized support and resources to address straightforward needs.
If your financial situation is more complex or you’re ready to dive deeper into comprehensive strategies, one of our advanced programs may be a better fit. But for those starting out or managing simpler priorities, this is a great way to take your first steps toward financial confidence.
Program Benefits
Basic Planning Up to 4 Topics Include
Program Cost*
$3,200 - 3 month payment plan option available
*Fee is reassessed every 6 months
Our 12-month program is designed for individuals navigating significant financial milestones, managing complex goals, or looking for a full-service approach to building and protecting their wealth. Whether you’re preparing for retirement, balancing multiple priorities, or seeking strategies to grow and preserve your assets, this program provides the in-depth guidance and resources to help you move forward with confidence.
With unlimited personalized 1:1 strategy sessions, access to a dynamic financial website and app, we’ll work together to create a strategy tailored to your unique situation. This program is ideal for those ready to embrace a comprehensive financial approach that evolves as their life and goals change, ensuring you maximize opportunities while minimizing risks.
If you’re ready to take a proactive and sophisticated approach to managing your finances, this program delivers the support, tools, and expertise you need to succeed. Let’s build a financial plan that reflects your vision for the future.
Program Benefits
Other Benefits Include
Annual Program Cost*
$5,100 - ($1,700 paid over 3 months) or $5,500 ($1,375 paid quarterly)
*Fee is reassessed each year
Our Platinum Program is designed for individuals and families with multifaceted financial needs who seek a highly personalized and collaborative approach to managing their wealth. Whether you’re navigating the complexities of family wealth, advanced tax strategies, or business succession planning, this program offers the highest level of expertise, access, and resources to support your evolving goals.
With unlimited 1:1 strategy sessions, priority advisor access, and collaboration with your financial team, this program ensures you have the guidance you need, when you need it. You’ll also benefit from tools like a personalized financial website, investor style assessments, and tailored strategies to refine your goals and explore new opportunities for earning, saving, and investing.
Whether you're managing generational wealth, planning for a major transition, or tackling advanced financial goals, we’ll help you craft a strategy that aligns with your vision for the future. Let us partner with you to create a legacy of success.
Program Benefits
Other Benefits Include
Annual Program Cost* Starting At
$12,500** (payment plans are available)
*Fee is reassessed each year
**Some planning situations may require more detail which would effect the cost of the program. Any increases would be discussed before agreement of program.
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