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Basic Financial Plans start at $500/year but can be more depending on the complexity of your finances. We will review the cost with you before beginning any plan.

A financial plan can help:

  • Achieve your financial goals: This could include saving for retirement, paying for college, buying a home, or starting a business.

  • Reduce your risk: This could include things like protecting your assets, ensuring you have enough life insurance, or planning for long-term care.

  • Save time and money: We can help you avoid costly mistakes and make better financial decisions.

  • Get peace of mind: A plan can help you sleep better at night and focus on other things in your life.

  • Increase your confidence: Having a financial plan can give you the confidence to make sound financial decisions and reach your goals.

Our financial planning process consists of a six step process. We go over aspects of your investments, budget, debt, taxes, insurance, and estate planning during the planning process.  We then build a customized plan that you can understand and use to build a better future for yourself and your family.  

The plan consists of 4 meetings, during which we:

  • Will get to know you, and you us.
  • Review your financial needs, discuss goals, values, risks, and fears.
  • Present the custom financial plan to you.
  • Follow up meeting to make sure all questions have been answered and have a clear understanding of the plan.