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
    

• Annual Commitment with Investible Assets Over $100,000
  • Up Front Fee
    

Why do we do this?

Help families and individuals write out and achieve their financial goals.