Yes we are able to create a comprehensive financial plan for you. We start our fees for comprehensive financial planning at $249/month if we do not manage your investable assets. Charging a hard-dollar fee allows us to help families create a financial plan to reach their goals. If we manage your assets this fee may vary. Our planning process takes a deep dive into the following:

-Organizing Your Finances

-Cash Flow Management

-Insurance Planning (Life, Disability, Long Term Care, Property/Casualty, Health)

-Income Tax Planning

-Retirement Planning

-Estate Planning

-Education Planning

-Life Events Planning

-Business Owner Planning

We start our fee schedule at 1.25% for investment management. We are able to give a more detailed fee quote after our initial session.

Hiring a financial advisor is not too expensive. We can help develop strategies to get you to retirement and help you provide reliable income in retirement. We are able to help with strategies such as tax-loss harvesting in taxable accounts to help you with investment returns as well.

In the first year we tend to see that a new client will work with our team for about 10-15 hours. This includes learning more about your situation, presenting recommendations, and helping with ongoing reviews. In the second year and beyond we typically need about four hours of your time.

We tend to work with people within 20 years of retirement. This allows us to focus on different retirement savings strategies to get you to retirement and different retirement income strategies to help you enjoy a comfortable retirement. After our free Retirement Roadmap Session we will be able to determine if you are a good fit to work with us. If you are not a good fit we may be able to refer you out to another advisor that is better fit for your situation.