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Project Planning

Custom planning and advice tailored to your needs – big or small.  

Ongoing Planning + Investment Management

Our complete planning and investment solution with ongoing services for select clients.

Services AvailableProjectOngoing
Goal Planning
Retirement Preparedness
Healthcare Costs Analysis
Social Security Strategies
Portfolio Risk/Reward Analysis
Investment Advice
Insurance Analysis - Life, Long-term Care, Disability Needs
Estate Planning Guidance
Simplification Strategies
Implementation Checklist
Investment Management 
Client Portal to Financial Plan & Important Documents 
Account Aggregation 
Digital Document Storage and Sharing 
Coordinated Planning with Tax, Insurance and Estate Advisors 

$ 225/hr$1125-$2500/qtr


As a small firm by design, we limit the number of Ongoing and Project engagements so we can properly serve clients and enjoy time outside the office.  There may be times, despite how much we'd love to work with you, when we say "no" or "not yet".  If that occurs, we'll plan to start an engagement in the future or introduce you to other qualified providers.

Project Financial Plans are commonly 12 hours.  An estimate will be provided prior to signing an agreement.