Financial Planning

We are able to assist you with your financial needs at any level.  We have a flexible, yet powerful service offering that removes much of the administrative work from financial planning and allows us to spend more time consulting with you about your financial goals and dreams.  Financial planning is provided in one of three ways:

• Comprehensive Financial Plan - a thorough analysis of all aspects of your personal financial life, including a personal net worth statement, financial goals, investment portfolio review, tax planning, cash flow, insurance and estate planning review.  Plans are priced according to complexity - typically $1,500 to $5,000.
• Project Based Planning - limited-scope answers to specific financial questions.  Planning is provided at a rate of $250 per hour.
• Ongoing Financial Planning - initial preparation of a basic financial plan, including a personal net worth statement, financial goals, investment portfolio review, tax planning and cash flow review.  Ongoing access to this web-based plan and advice as needed to answer questions as your financial life evolves.  Planning is priced according to complexity - typically $150 to $350 per month.