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Fee Based Financial Planning 

How We Work

Achieving your goals is important! It’s our mission to make sure you're getting a comprehensive, holistic plan that will help you get there in a way that's practical and works for you. You aren’t the same as everyone else, your financial plan shouldn't be either. 

Together we will make sure you are putting your money where your goals are and you have a plan you're not only confident in but it's crystal clear! 

Here is what to expect when working with us: 

  1. Discovery meeting- an initial phone call or in person meeting to get a thorough understanding of your goals and to confirm we're a good fit
  2. Data collection- Following a signed mutual agreement we will send you a list of all the documents and information we will need from you to do our analysis and planning
  3. Strategy Sessions- depending on the complexity of the plan we will have 1-2 90-minute strategy seasons to go through your plan, solutions and action steps to implement 
  4. Quarterly accountability sessions and annual reviews

As a client you'll also get access to our weekly newsletter with valuable market insights and articles from prominent sources, unlimited phone & email communication and our exclusive events. 

It all starts with a meeting

Live your best life

Live your best life

A financial plan allows you to do what you love and get what you want NOW. We will give you a series of strategies to make you feel confident!
When it comes to money and your life everything is "figure-out-able." You're never too young or too old to start. Taking action is the most important part!

"If you want to invest in something with minimum risk and guaranteed big return... Invest In Yourself!"

We believe in making the process fun, simple and part of your lifestyle. See the benefits of long term results,not just a short term fix.

Comprehensive Financial Planning

Comprehensive Financial Planning

We'll cover all the bases and then some to ensure your financial goals are being met and questions are answered! 

  • Learn to pay down annoying debt
  • Get a grip on cash flow and spending
  • Insurance review and analysis
  • Education Funding Strategies
  • Review and analysis of employee benefits
  • Tax conscious strategies
  • Asset allocation/investment analysis
  • Full Retirement Plan
  • Social Security analysis
  • Long Term Care Planning
  • Estate Planning
  • Access to E-Money - your personal financial planning portal

Any Questions?

Are you ready to speak with a Financial Professional about helping to secure your financial future? Get in touch with one of our professionals today.

Phone: +1(716)906-3175