Financial Coaching Discovery Session (in person or virtual)$485.00In this 90-minute session we will help you identify your problem areas with money, offer solutions and advice, set goals, and get you on a clear path towards achieving those goals. After scheduling your session, you will receive a digital comprehensive client questionnaire, followed by an application and payment authorization form which can be securely digitally signed through DocuSign. All requested information and payment must be completed and returned within 48 hours of your scheduled Session.
Financial Coaching Package (in-person or virtual)Our financial coaching program empowers you to take ownership of your financial decisions, supports your continual learning & growth, and keeps you accountable throughout the process. 1-hour sessions (month 1 - weekly, following months bi-weekly (4 Month min). All coaching packages start with a discovery session. During this session we will determine the cost of your package, which will range from $389-$889 depending on the complexity of your personal situation and needs.
Ongoing Financial Coaching for investment management clients (in-person or virtual)$149/monthFor financial coaching clients who are also investment clients we offer a monthly coaching service to keep you on track with your goals and objectives. This service allows for a minimum of one coaching call each month (other availability on an as needed basis).
Financial Plan (in person or virtual)$1500 - $7500 (depending on the complexity of the plan)Understanding where you stand financially, where you want to be, and the most effective way of getting there is one of the most enlightening things you can do to help your financial future. A financial plan helps you envision a clear path of your financial future and creates an invaluable bigger picture. Our financial planning services are designed for higher net worth clients who want a detailed roadmap to follow.
Hourly Financial Planning $200/hourFor hourly planning services on a limited scope of work, clients are billed $200.00 per hour and will receive an invoice after the completion of the financial planning services. Partial hours will be billed pro-rata in 15-minute increments. Services provided may include retirement planning, investment portfolio assessment and risk tolerance review and other general financial planning topics depending on the needs and concerns of the client.
Fee Based Portfolio ManagementFlat fee and fee-based options available (based on what is in the best interest of each client) Understanding where you stand financially, where you want to be, and the most effective way of getting there is one of the most enlightening things you can do to help your financial future. A financial plan helps you envision a clear path of your financial future and creates an invaluable bigger picture.