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What We Offer

Ongoing Financial Planning

Every aspect of your financial life is intertwined.

This means that every decision you make — no matter how small — is going to impact other key areas of influence. That’s why we always look at the big picture before getting into the smaller details of your finances.

Here are a few the topics we’ll discuss while working together to build your financial plan: 

Cash Management

No matter how much money you make, if you want to secure your retirement before it’s too late, it’s imperative you create an outline of all of your expenses to decipher whether or not your cash flow is enough to cover everything you’ll need as the years go by. While savings are important, keeping track of your expenditures will help ensure you have a clear vision of how much money you have to spend and invest so every dollar is accounted for as you make financial decisions.

College Planning

Student loans, scholarships, grants. Planning ahead for your kid’s college is a whole other animal, but we can help make sure the steps you take now eliminate any future headaches. We’ll start by identifying the right vehicles to save your money so you don’t unintentionally jeopardize any future opportunities. As your child matures, we’ll revisit our strategy and make any necessary adjustments to ensure all of the bases are covered so you can rest easy knowing their higher education is secured.

Estate Planning

Even when you’re in your 20s, it’s important to have estate planning documents in place because as we all know, life can be unpredictable. No one wants their family to end up having  to jump through hoops to protect their legacy. That's why, regardless of how many assets you own, we can help you secure your tangible and intangible possessions — as well as outline your wishes — so your family is never left in a panic. After this process, you’ll have some peace of mind knowing nothing is left up in the air.

Risk Management

Even if you’re happy with the insurance you have, as things change, it’s important to review these policies and consider alternatives that may better protect you in the long run. From health and car insurance to long-term care and disability insurance, we can help decode the many intricacies of these commitments so you always understand what you’re paying versus what you’re getting. With our guidance, you can make sure you’re always prepared — and properly protected.

Retirement Planning

The best time to start thinking about your retirement: now. Even if it feels light years away, it’s important to start saving and investing your money early on so you grow a nest egg that accommodates your needs years down the line. Especially in regards to your investments, the more strategic you are with where you put your money, the higher your chances are of living out your dream retirement. Even if you don’t know what you’ll need, we can put things in motion so you have a foundation for your future wishes.


Fees

Our ongoing financial planning consists of an initial planning fee ranging from $500 to $1,500, and an ongoing annual fee ranging from $1,200 to $3,000.

The standard ongoing annual fee is $3,000, but you may be eligible for potential discounts based on your pre-tax household income and the complexity of your financial situation. These discounts are detailed in the table below.

Annual Pre-Tax IncomeAnnual FeeAnnual Fee (Paid Monthly)
$150,000 +$3,000$250
$100,000 - $150,000$2,400$200
$75,000 - $100,000$1,800$150
Under $75,000$1,200$100


Fixed-Fee Financial Planning

Our financial planning services are also offered on a fixed fee basis for clients who do not require ongoing comprehensive financial planning. The fixed fee will be agreed upon before the start of any work and can range between $200 to $2,000, depending on the complexity of your needs.

Find Out More About Our Financial Planning Services