Ongoing Financial Planning

Ongoing Financial Planning $500 upfront, $200/month

  • Ongoing financial planning with up-front goal development and financial assessment

  • Provide accountability and implementation assistance through monthly check-ins via email and 3 video calls per year

  • Cash flow analysis & debt management

  • Tax planning throughout the year (we do NOT provide tax return prep services)

  • Annual employee benefit review

  • Retirement planning projections 

  • Estate planning review and coordination

  • Insurance needs analysis

  • Assessing different financial decisions that occur throughout the year such as having a baby, losing a job, buying a house, etc.

Total Cost: $500 upfront, $200/month

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Investment Management Service