top of page

Comprehensive Planning

We will do in-depth analysis of your overall financial life and build an actionable financial plan that can be updated as your life and needs change.
  • Ongoing one-on-one relationship with your planner

  • Complete review of all the major areas in your financial plan

  • Quarterly meetings to review progress and key adjustments as your life happens

  • Streamlined process during implementation phase  

  • Full access to your live financial plan any time you want

  • Access to our Investment Management service

What Our process looks like.

Comprehensive Planning Fee Schedule

  • Initial start-up fee of $300 - $2,000 (2x the calculated monthly rate, due before Delivery meeting)​

  • Monthly rate at $150 - $1,000 (Starts month after Delivery meeting)

Fees based on complexity of planning

bottom of page