We sit beside our clients to get to know them and what is most important to them. From there we help them craft a financial plan that supports their goals and aligns with their values. As your life changes, we will work together to update your plan and make the appropriate adjustments to keep you on track.

Services included:

•Cashflow planning
•Tax planning
•Retirement planning
•Employee benefits planning
•Estate planning
•Insurance planning

Flat Financial Planning Fee: 

$1,500 and up based on complexity.

Investment management is offered as a separate service from our financial planning services. We do not have account minimums.

Services included:

•Portfolio construction
•Rebalancing and tax-loss harvesting
•Risk evaluation

Investment Management Fees:

As a small business owner, sole proprietor or independent contractor you wear many hats. We will partner with you, serving as your personal CFO helping you manage cash flow, reduce taxes and create wealth.

Services included:

•Entity analysis
•Retirement plan analysis
•Tax planning
•Cash flow planning
•Insurance analysis
 

Flat Planning Fee:

$1,000 and up based on complexity.