Our Mission Statement
What is an RICP?
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.
Change your financial future today