Broker Check

TAKE BACK TIME IN YOUR LIFE

PLAN WITH PURPOSE

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

OUR FINANCIAL PACKAGES

BASIC

  For Financial Planning Beginners


  • 1 Initial Complimentary Consultation
  • 1-2 In person Meeting &/or Virtual Meeting per Year 
  • Unlimited Phone Calls & Emails

  Monthly Subscription Fee (single/joint) $200


Resources:

AdviceWorks Client Portal

  • Online Education Suite
  • Goal Planning
  • All in One Place Account Linking
  • Secure Document Vault
  • Budgeting 7 Expense tracking
  • Monthly & Quarterly Newsletters


Personal Planning Areas:

  • Portfolio Analysis
  • Employee Benefits Review 
  • Qualified Plan Asset Allocation Review 

ESSENTIAL

   For Working Professionals 


  • 1 Initial Complimentary Consultation
  • 2-3  In person Meeting &/or Virtual Meeting per Year 
  • Unlimited Phone Calls & Emails

  Monthly Subscription Fee (single/joint) $300/$350


Resources:

AdviceWorks Client Portal

  • Online Education Suite
  • Goal Planning
  • All in One Place Account Linking
  • Secure Document Vault
  • Budgeting 7 Expense tracking
  • Monthly & Quarterly Newsletters


Personal Planning Areas:

  • Portfolio Analysis
  • Employee Benefits Review 
  • Qualified Plan Asset Allocation Review
  • Insurance Needs Analysis
  • Debt Analysis & reduction strategies
  • Retirement Analysis/Plan
  • College Funding Analysis/Plan
  • Stock Option Analysis
  • Tax Planning (in coordination with your accountant)
  • Estate Planning (in coordination with your attorney)

COMPREHENSIVE

For Pre-Retirees & Retirees


  • 1 Initial Complimentary Consultation
  • 2-3  In person Meeting &/or Virtual Meeting per Year 
  • Unlimited Phone Calls & Emails

  Monthly Subscription Fee (single/joint) $400/$450


Resources:

AdviceWorks Client Portal

  • Online Education Suite
  • Goal Planning
  • All in One Place Account Linking
  • Secure Document Vault
  • Budgeting 7 Expense tracking
  • Monthly & Quarterly Newsletters


Personal Planning Areas:

  • Portfolio Analysis
  • Employee Benefits Review 
  • Qualified Plan Asset Allocation Review
  • Insurance Needs Analysis
  • Debt Analysis & reduction strategies
  • Retirement Analysis/Plan
  • College Funding Analysis/Plan
  • Stock Option Analysis
  • Tax Planning (in coordination with your accountant)
  • Estate Planning (in coordination with your attorney)
  • Retirement Income Plan
  • Pension maximization Strategies
  • Required Minimum Distribution Planning
  • Medicare Planning
  • Social Security Planning
  • Legacy Planning
  • Charitable Giving Planning 
WHAT TO EXPECT

WHAT TO EXPECT

Copy about next steps. Our values guide us in how we work with individuals. They are: 

Step 1:  When we engage with our clients we strive to be in the moment. In a world were there is unprecedented pressure on our attentions we feel that “showing up” for our clients means more than just being in the room. 

Step 2: Lead with Value – A mindset that proactively searches for ways to go a step beyond and give without expectation. 

Step 3: Ever Improving Client Experience – We have been and remain committed to expanding and improving our due diligence, work flows, communication and engagement.

For full program fees you can refer to the client agreement or the firm's ADV.

DON’T LET YOUR FINANCIAL FUTURE SLIP THROUGH YOUR FINGERS

Schedule a free consultation