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Financial Planning Services

Wondering What It Means To Be A Planning First Firm?

We know that as a high earning mid-career professional with a lot going on financial planning can feel overwhelming, taxing and downright difficult to think about! 

To operate at a true-fiduciary level, we designed a process that is 100% free from the conflicts of interest you might experience with other advisors who are only interested in managing your money (and as soon as possible!). 

That’s why we use a planning first approach and have developed our financial life plan to help you determine where you are now, where you want to be and how to get there. Once you've completed your FLP® you are under no obligation to work with our firm.

Here are the core planning areas that make up our financial life plan:

Cash Flow Analysis

Cash Flow Analysis
  • Budget Breakdown
  • Current Saving Projections
  • Implementable Saving Strategies

Goal Based Financial Planning Analysis

Goal Based Financial Planning Analysis
  • Defining your Goals-Time horizons
  • Assessing your Goals- Future Costs
  • Analyzing your Goals: Probabilities for Success
  • Planning for future education costs
  • Home Purchase Analysis 

Tax Management Planning

Tax Management Planning
  • Roth Conversion Bracket Bumping
  • Stock Options Analysis & Planning
  • Employee Benefits Review 
  • Maximizing your Tax Bracket
  • Lifetime Tax Mitigation Strategies

Insurance & Estate Planning Analysis

Insurance & Estate Planning Analysis
  • Life Insurance Needs Analysis
  • Disability Insurance Needs Analysis
  • Long Term Care Risk Mitigation
  • Making specific & implementable insurance recommendations
  • Designing your family's estate planning diagram

Investment Portfolio Review & Analysis

Investment Portfolio Review & Analysis
  • Volatility Tolerance
  • Investment Audit of all accounts
  • 401(k) and Retirement Plan Allocation Analysis
  • Making specific & implementable investment recommendations

Retirement Readiness Road Map

Retirement Readiness Road Map
  • Personalized, Customized Bucket Plan
  • Personal Client Web Portal
  • The Family Estate Vault
  • Annual Update to Financial Modeling Report
Household Income:Planning Fee:
<$250,000$2,500
$250,000 - $1,000,000$5,000
$1,000,000+$10,000


*For single person household only.

Ready to take the first step toward planning for your financial future?

Schedule a "Right Fit" call