Through a series of 3-4 meetings over a period of 30-60 days, you will get:
A clear picture of your financial inventory
Knowledge of where you are hitting home runs and where you have room for improvement
A solid financial strategy that works in all economic conditions
A prioritized action plan
Access to a client portal that will keep you organized and track your progress
Once we set you down the right path we will meet regularly for maintenance checks and as needed when things change; like reviewing a new employee benefit package.
Because most of our clients are busy professionals, we offer web-based meetings you can take from the comfort of your home, office or hotel.
We charge 1% of before tax household income with a minimum of $800 and cap of $3500. Some of the financial tools we recommend we also offer directly. A few examples of these offerings are disability insurance, long term care insurance, and investment management. For these, we work with dozens of companies to find the best fit for your situation. Other recommendations will require you to work with outside professionals like an attorney or auto & home insurance specialist.
OUR FINANCIAL TOOL BOX
BOOST YOUR FINANCIAL CONFIDENCE
Money Mindsets: Like most things in life, if there’s an area you’d like to improve, it starts with getting your mind right. Don’t skip this section, even if you feel you have a healthy relationship with money today and you are just looking at areas of potential improvement, it never hurts to check in and reevaluate your mindset.