We utilize a four-step process to get your financial plans up and running and strategies implemented.

Step #1: A comprehensive digital evaluation of your current financial situation.

Step #2: Collaboration with you to define & prioritize your goals.

Step #3: Thorough analysis and observations of your financial circumstances.

Step #4: Recommendations & Strategies to align your financial life with your goals.

AREAS OF CONCENTRATION

Across all four steps, we focus on forward-looking tax planning, cash flow forecasting, insurance policy reviews, investment portfolios, and estate planning strategies.

ONGOING SUPPORT

Additionally, we provide continuous support, monitoring, a client portal, and access to a comprehensive network of vetted attorneys, CPAs, Insurance Agents, and many others.

FEES & EXPENSES

Our flat rate is $5,000 per year or $1,250 per quarter (one-year minimum commitment).