Comprehensive Financial Planning
We offer comprehensive financial planning services for individuals, couples, and families. Our holistic and individualized approach attempts to ensure that we identify and incorporate your specific goals and circumstances, and create a financial plan that is reasonable and attainable. We take pride in building better outcomes for you.
Fee-only Project Engagements
We engage with you on a fee-only project basis, taking no compensation from the financial products in which you invest. After an initial consultation, we will provide you with a proposal that includes a firm fee quotation for our consulting project, based on the number of hours we expect will be required to complete your plan. Once you approve the proposal we will begin a deeper interview process, and initiate data collection, prior to beginning our analysis.