Comprehensive Planner
Looking to delegate analysis and decision making to a trusted advisor regarding all aspects of financial planning? This service helps you see total wealth management as the ability to have your financial life planned completely in a thoughtful manner removing the burden of worry.
What do you get?
- Quarterly Meetings
- Up to two hours of phone or virtual calls per month
- Cashflow Analysis
- Budget Planning
- Budget Tracking
- Debt Management
- Life Transition Planning
- Major Purchase Planning
- Employee Benefits Review
- Retirement Savings Plan
- Goal Planning and Tracking
- Investment Management
- Risk Management
- Estate Planning
- Divorce Transition Planning (if life calls for it)
- Software Access - Money Guide Pro
What do you pay?
- Annual Commitment with Investible Assets Under $100,000
- Monthly Advisory Fee
- Monthly Advisory Fee
- Annual Commitment with Investible Assets Over $100,000
- Up Front Fee
- Up Front Fee
Why do we do this?
Help families and individuals write out and achieve their financial goals.

Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Learn More

Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Learn More