Our Financial Planning Programs
Ever feel like your money is scattered everywhere, and you're not sure how to fund your goals?
Are those investment-related taxes taking a toll on you each year? Retirement savings – how much is enough?
Have you considered how inflation might shape your future money dreams?
Student loan debt making you stressed out? We've got insights on how to tackle it head-on.
Running a small business and feeling lost about where to stash your hard-earned cash? You're not alone.
We are your GPS on your financial journey, keeping you in the driver's seat.
Our programs are designed to help you take control of your money.
We're not about pushing products or strategies – we are here to show you the "why" behind it all while creating a judgment free zone and safe space where you can build wealth your way.
Essential Program
Our 6 month program gives you the tools and resources to increase your knowledge base for budgeting and spending, building wealth, while steering your progress through support features like Investment Portfolio Management, Personalized Financial Website and App, Community Events, and more.
Program Benefits
- Personalized Strategy Sessions Per Year
- Personal Financial Website and App
- Investment Portfolio Management (separate fees may apply)
- Community Event Access
- Unlimited Email Access
Other Benefits Include
- Goal Planning
- Personal Insurance Planning
- Basic Retirement and Life Transition Planning
- Social Security Benefit Review
- Education Planning
- College Debt Planning
Program Cost*
$3,200 - Can be paid over a 3 month period
*Fee is reassessed every 6 months
Advanced Program
Our 12 month program offers various components to ensure your success in wealth-building and retirement planning. These include Strategy Sessions, which help you stay on track, as well as a Personalized Financial Website and Investment Portfolio Management. With these resources, you can increase your knowledge base and make educated decisions for the future.
Program Benefits
- Personalized Strategy Sessions
- Personal Financial Website and App
- Accountability Coaching
- Investment Portfolio Management (separate fees may apply)
- Community Event Access
- Unlimited Email Access
Other Benefits Include
- Multi-Goal Planning
- Cash Flow Management (Budgeting)
- Estate Planning
- Tax Planning and Minimization Strategies
- Retirement Distribution Strategies
- Executive Comp and Stock Options
- Business Succession Planning
- Charitable Planning
- Personal Insurance Planning
- Pension Analysis
- Retirement and Life Transition Planning
- Social Security Benefit Review
- Education Planning
- College Debt Planning
- Business Retirement Savings Strategies
Annual Program Cost*
$5,100 - Can be paid over a 3 month period or $5,300 (paid quarterly)
*Fee is reassessed each year
Premier Program
In our Premier Program you’ll gain knowledge and wealth-building strategies and benefit from Accountability Coaching, Financial Team Collaboration, and Priority Advisor Access. Tools and resources like the Personalized Financial Website and Investor Style Assessment help you refine your goals and explore new avenues to earning, saving, and investing.
You also will have priority access for appointments and questions. Life is constantly changing and we want you to have the access you need.
Program Benefits
- Personalized Strategy Sessions
- Personal Financial Website and App
- Investment Portfolio Management (separate fees may apply)
- Financial Team Collaboration
- Priority Advisor Access
- Community Event Access
- Unlimited Email Access
Other Benefits Include
- Multi-Goal Planning
- Cash Flow Management (Budgeting)
- Complex Trust and Estate Planning
- Tax Planning and Minimization Strategies
- Retirement Distribution Strategies
- Executive Comp and Stock Options
- Business Succession Planning
- Family Wealth Planning
- Advanced Charitable Planning
- Personal Insurance Planning
- Pension Analysis
- Retirement and Life Transition Planning
- Social Security Benefit Review
- Education Planning
- College Debt Planning
- Business Retirement Savings Strategies
Annual Program Cost* Starting At
$12,500**
*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.
We also offer custom pricing for individuals looking for help with a specific planning concern, or who want a one-time snapshot plan without ongoing support.
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