Wealth Planning Includes

  • A clear picture to give you confidence and clarity to make the best financial decisions
  • A Money Compass that prioritizes your goals in order of financial success all in one page
  • Wealth strategies and recommendations personalized and specific to your wealth
  • Wealth support to measure success and progress
  • Model alternative wealth scenarios
  • Tools for improved communication around money
  • Customized investment recommendations
  • Benchmarks to track progress
  • Wealth plan implementation
  • Wealth organization all in one place
  • Monthly wealth reports delivered to your inbox

Individuals

$2,800 Base Price

What’s Covered:

  • Complete Comprehensive Wealth Plan
  • Examine all aspects of wealth and finances
  • Cash flow and savings assessment
  • Worksites benefits analysis
  • Retirement and investment accounts assessment
  • Rent vs. buy
  • Identify and implement savings goals
  • Tax savings strategies
  • Estate plan review, including family and charitable giving ideas

What’s Included:

  • Assistance with implementation of recommendations
  • Monthly wealth reports delivered to your inbox for 6 months
  • 6 months of advice and access
  • 3 check-in sessions
  • Tools and ideas
  • Individuals

Couples

$3,500 Base Price

What’s Covered:

  • Complete Comprehensive Wealth Plan
  • Examine all aspects of wealth and finances
  • Cash flow and savings assessment
  • Worksite benefits analysis
  • Retirement and investment accounts assessment
  • Rent vs. buy
  • Identify and implement savings goals
  • Tax savings strategies
  • Clear communication insight around money for couples
  • Estate plan review, including family and charitable giving ideas

What’s Included:

  • Support with implementation of recommendations
  • Monthly wealth reports delivered to your inbox for 6 months
  • 6 months of advice and access
  • 3 check-in sessions
  • Tools and ideas

Business Owners

$5,500 Base Price

What’s Covered:

  • Complete Comprehensive Wealth Plan
  • Examine all aspects of wealth and finances
  • Equity strategies
  • Debt strategies
  • Analysis of personal balance sheet and cash flow statement
  • Strategies to transition company wealth to personal wealth
  • Assessment of current and future income property
  • Income tax planning and strategies
  • Insurance review and risk assessment
  • Investment portfolio strategies and recommendations aligned with goals and vision
  • Estate plan review, including family and charitable giving ideas
  • Assessment of employer retirement plans, health
  • Benefits and deferred compensation
  • Business succession planning
  • Rental property analysis

What’s Included:

  • Support with implementation of recommendations
  • Communication and coordination with company CFO and CPA if desired
  • Monthly wealth reports delivered to your inbox for 6 months
  • 6 months of advice and access
  • 3 check-in sessions
  • Tools and ideas
  • Values Based Wealth Planning Services

Wealth Starter

$300 Hourly Rate

What’s Covered:

  • Create Your Balance Sheet
  • Discuss Up to 3 Financial Topics, such as:
    • Social Security Analysis
    • Debt Repayment Plan
    • Worksite Benefit Review
    • Cash Flow Analysis
    • Retirement Asset Review
    • Financial Goal Discussion