Ask about a custom package designed for you!

Introductory Meeting - Complimentary
Let's get to know each other and discuss your project

What about?   3-4 hours
​What about that stock?  What about this investment account?  When you need a second set of eyes on a topic, this is a great option that can save you in the long run.

New Personal Plan Creation  - 8-15 hours
Data Entry, Reconciliation, Analysis, Presentation and Discussion. One update per the discussion and report delivery. This package is the Financial 360, with documentation and in depth analysis.

Financial 360   3-4 hours
Getting ready for a mortgage?  Needing a quick review before changing jobs?  The Financial 360 is a fast, but in-depth review and counseling session that provides practical and realistic methods to improve credit, cash flow and debt management.  Includes 2 consulting sessions and personal, monthly coaching emails.
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What if? & Scenario Creations   2-3 hours
What if our child changes school?  What if we buy the 2nd Home?  What if I convert my 401(k) to a Roth IRA?  With an existing plan, there are always new scenarios or thoughts that need to be explored, and with a little insight, you will have all the information for a wise choice.

Annual Contract -    20 hours
Receive the peace of mind, knowing that someone is in your corner, reviewing your progress and accounts and there for you when you have questions.  Receive periodic newsletters, market updates an an annual review.  Working together, we can chart a course of action and help you achieve your goals