Broker Check

Our Process

  • We will  collect data and discovery through meetings and discussions. Together, we will define your life and financial goals and establish priorities all within the parameter of your values.                                                                               
  • Then, using dynamic and interactive financial planning software we can examine your current financial situation, build a roadmap, and forecast the likelihood of your success.                                                                                                           
  • We can then implement personalized strategies for each of your goals to reach the desired outcome.                                                                                                       
  • We will regularly evaluate your progress to accommodate your evolving needs.
  • Our fee is $1,500 for a comprehensive financial plan.                                                Annual review fees are $250. 
  • Non financial planning consultant fees are $250 per hour.