FINANCIAL SERVICE OFFERINGS
One-Time Financial Consultation
A One-Time Financial Consultation is a personalized, judgment-free session designed to help you understand your current financial picture and take clear, confident next steps.
This session is best suited for individuals in the early-to-mid stages of their financial journey who already have some savings or retirement contributions in place (such as a 401k) and want help organizing priorities, improving direction, or getting a second opinion.
Whether you're navigating a career change, managing family responsibilities, planning a major purchase, or simply wanting more structure with your money, this session meets you where you are.
Investment: starting at $777
Focused Financial Planning
A focused, high-touch planning experience for those who are within approximately 15 years of retirement and want a clear, well-defined understanding of their financial trajectory, retirement readiness, and key decision points.
This is designed for people typically age 50+ who are entering the “retirement decision” stage and want structured analysis, projections, and guidance to help them move forward with confidence.
Investment: starting at $2,222
Full Financial Advisory Client
A Full Financial Advisory Client relationship is an ongoing fiduciary partnership designed primarily for individuals who want clarity, structure, and confidence that their income, investments, healthcare considerations, and financial decisions will support them throughout their lifetime.
This service focuses on helping you turn your savings into a reliable, sustainable retirement income strategy—so you can make decisions with confidence and reduce the risk of outliving your money.
This is a comprehensive, ongoing relationship that includes investment management, holistic retirement planning, and proactive financial guidance as your life evolves.
Investment: flat percentage for assets under management