We provide fee-based financial planning and advice to individuals, families and businesses regardless of their net worth, income, or the amount of assets they have available to invest. Our clients have the flexibility to work with us on a one-time or an ongoing basis.
It is our mission to help make sense of the complicated world of personal finance by providing clear and effective financial planning.
Here are some frequently asked questions that we will answer as we devise a plan that is right for you regarding:
Income & Cash Flow
Insurance & Protection
Housing / Real Estate
We offer the flexibility of two options for our financial planning services. Our comprehensive financial planning service covers the major areas for one all-inclusive, discounted fee. And for those focused on specific financial goals such as retirement, insurance and protection, or saving for college, we also offer specialized planning at an hourly rate.
Here are a few of our sample financial planning packages*:
*please note that these packages are estimates, and actual times and rates may vary between clients.
Whether you have a few questions, or many, we would be happy to speak with you. We offer all our clients an initial complimentary consultation in which we will provide a crystal clear quote of the number of hours and total cost of your financial planning service. You will not be charged for this initial consultation and we will tell you exactly how much you will be paying to work with us.
If you have questions about becoming a client, or would like to schedule a complimentary consultation please email firstname.lastname@example.org or call (786) 763-3739.