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.
Fee: 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.
Fee: 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 a plan designed to support them throughout their lifetime.
This service focuses on helping you turn your savings into a retirement income strategy designed to help address 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.
Fee: flat percentage for assets under management