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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
  • 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. 

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