What We Can Help With Image - Military and Veterans Benefits, College Planning, Taxes, Investments, Risk Management Retirement Estate Planning

Planning Offerings Tailored To Your Needs

While we believe ongoing financial planning provides you the best results over time, that may not be what you need right now.  Sometimes you may have a specific question you need answered or a smaller project like planning for college or a portfolio review.  We’re happy to help with those things also.

Here’s how you can engage

On-Going Planning Picture

On-Going Financial
Planning

Comprehensive Financial Planning
Optional Ad-Ons:
Investment Management
Tax Preparation

Starting at $395 per month*

(*ask about our still serving discount)

1-Time Financial Plan

1-Time Comprehensive
Financial Plan

Comprehensive plans you implement on your own

Ultimate retirement check-ups
Military retirement check-ups

Comprehensive Plans start at $3900*

(*ask about our still serving discount)

Hourly & Project Plans Picture

Limited Scope & Hourly Planning

Limited-Scope Plans or Specific Questions
College Funding with GI Bill Planning
Portfolio evaluations
Military retirement decisions

Limited-scope projects start at $1200

Hourly engagements – $300 per hour

Schedule a Free Discovery Meeting

Why Flat Fee?

We feel you should pay based on:

  • The services you need
  • The complexity of your situation
  • Not how much money you have

Schedule a Free Discovery Meeting