Financial Planning Solutions
Explore a wide range of resources including calculators, insights, and worksheets; all designed to help you make informed financial decisions.
Engage with our complete financial ebooks covering various topics or download interactive quick cards created from years of experience for a deeper understanding.
Book one-on-one consultations with a CFP who will provide tailored guidance to collaborate with you to achieve your financial goals.
Tailored financial solutions for businesses, including budgeting, investment strategies, growth planning, and legacy/ business transition planning.
Choose the service that fits your needs
Plans are designed to be effective, and tailored to your needs.
Transparent pricing based on flat-fee model.
No hidden costs or fees for Assets under management (AUM).
$1,800
Tactical Plan
Flat Fee
$2,520
Strategic Plan
Flat Fee
$3000
Comprehensive Plan
Flat Fee
Topic and Financial Areas Covered
Tactical Plan
Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management
Strategic Plan
Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management
Retirement Savings
Education Savings
Tax Planning
Comprehensive Plan
Goal Setting
Cash Flow Analysis
Investments
Home Affordability
Debt Management
Retirement Savings
Education Savings
Tax Planning
Insurance
Estate Planning
Real Estate
Communication Plan
Tactical Plan
Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Tactical plan.
Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your most pressing financial goal.
Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery
Access via phone call – 2 weeks
Access via email – 2 weeks
Strategic Plan
Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Strategic plan.
Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your financial goals.
Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery
Access via phone call – 1 month
Access via email – 1 month
Comprehensive Plan
Initial meeting 45 minutes – Discuss what’s most important to you financially speaking, and gather data for your Comprehensive plan.
Plan Delivery meeting 1.5 hrs – Your tailored plan will be provided with actionable steps to maximize the potential for meeting your financial goals with additional accountability.
Coaching session 1 hr – available at an hourly rate; after the initial engagement/plan delivery; or quarterly flat fee of $500
Access via phone call – 3 months
Access via email – 3 months
On Going financial planning
Want additional support, accountability, and timely guidance?
After your initial financial plan is delivered I provide continuous financial planning for all financial situations and life events that may arise.
The image below provides the monthly commitment that we will provide and you can expect. I will be steadfast to your financial success, and will be expecting the same commitment from you.
With a heart of a teacher, and a trusted reputation for delivering clear, reliable financial solutions. I have collaborated with many clients to achieve their goals. While continuing to innovate and grow, I will stay ahead of the curve to provide the best guidance.
After the financial plan is delivered. Let’s partner in your continued success.
Objective Insights
You receive unbiased perspective, helping avoid emotional decisions that can derail financial plans.
Accountability
Staying on track with financial goals, encouraging disciplined actions toward long-term success.
Major (or not so major) Life events
Marriage, inheritance, and change in income require financial adjustments. I am here to provide strategies to adapt and thrive.
Want additional support?
After your initial Comprehensive financial plan is delivered, I provide continuous financial planning for all financial situations and life events that may arise.
Ongoing financial planning cost is up to $777.79 a month.
Quarterly Meeting # 1
Schedule joint meeting with your CPA/ Accountant
Discuss rebalancing options
Discuss prior year Tax Strategies
Quarterly Meeting # 2
Discuss Tax Strategies for current year
Life and Disability Insurance review and/or apply relevant updates
Shifting focus to new or previous goals not yet started
Quarterly Meeting # 3
Consider end of year investment strategies
Workplace benefit reviews
Shifting focus to new or previous goals not yet started
Quarterly Meeting # 4
Estate Planning for unexpected tomorrow now
Review Cash flow and budget projections
Shifting focus to new or previous goals not yet started
Annual Review
Completed annually, including updating your financial plan.
Shifting focus to new or previous goals not yet started.
Frequently Asked Questions
Find answers to commonly asked questions about our services.
What can I expect in our first meeting?
In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together.
Do you offer a free initial consultation?
Yes, we offer a complimentary consultation to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, current situation, and how we can help. It’s also a chance for you to ask any questions about our firm and approach to financial planning.
Visit our pricing page, select an option that best suits your needs at this time. Followed by completing the initial form and selecting a time on my calendar to meet.
If we decide to move forward with a Financial Planning engagement, flat fee payment is made at that time.
How do you charge and what are your fees?
I operate as a fee-only financial planner with transparent pricing. The fees are for comprehensive planning, and/or ongoing financial planning.
I also collaborate with you on a flat or hourly rate based on the complexity of your needs. During the initial consultation, we’ll provide a clear breakdown of all fees so you know the costs before committing.
How often will we meet?
Meeting frequency is tailored to your needs. Typically, we meet 2-3 times during the initial planning phase to develop your plan. Afterward, we hold quarterly check-ins and conduct an annual comprehensive review. We’re also available for additional meetings whenever life changes or financial questions arise.
Do I need to have a certain amount of money to work with you?
I do not have asset minimums, my services are based on what you would like to accomplish, and how I can collaborate with you to achieve your financial goals. With that being said my services are most beneficial for clients that can comfortably pay for the financial planning engagement and/or ongoing financial planning. I understand that everyone’s financial situation is unique. If you’re below this threshold but are committed to growing your wealth and believe our services could be valuable to you. I encourage you to reach out for an initial consultation. I can discuss your specific needs and determine if we’re a good fit for each other.
How do I keep track of everything from the Financial Planning engagement?
I provide several tools to keep you informed, including regular financial planning recommendations and actions achieved, portfolio reviews, and access to a secure client portal for viewing accounts and documents. You’ll also receive quarterly insights and adaptive updates, annual comprehensive reviews, reviews of statements from your account custodian, and reviews of tax returns. I’m always available to answer any questions about your accounts or financial situation.
How do you make referrals to other professionals?
I refer to professionals, like accountants and/or attorneys, based on their expertise and how well they meet your specific needs. I don’t receive compensation for referrals, ensuring unbiased recommendations. I’m happy to coordinate with them on your behalf, but you’re free to choose your own professionals. My goal is to build a team that supports your financial life seamlessly.