Services
Financial Insight Consultation
An intense, responsive, relevant, actionable, and done-in-one-day service.
A review of your financial position, goals, and overall plan.
An interactive discussion and exploration.
A follow-up report with a full write up and actionable takeaways.
More details about this service, including pricing, can be found here.
Comprehensive Planning
A full plan (the most cost-efficient) includes all of the following four areas listed but in most cases advice can be provided unbundled and on an as-needed basis.
CASH FLOW/RETIREMENT COUNSEL
Provide a detailed plan and expert advice that equips a client to efficiently and effectively achieve their goals.
INVESTMENT ANALYSIS
Analyze clients’ investment strategies relative to their goals, risk tolerance, and time horizon and provide specific recommendations.
RISK MANAGEMENT
Evaluate insurance needs, amount, type, and duration based on a client’s goals.
ESTATE PLANNING COUNSEL/DESIGN
Assist clients, executor, and/or trustee in estate plan decision-making or design. Can work with your attorney to ensure your wishes will be executed upon your passing.