We offer a wide variety of financial planning programs, and will custom fit a program to your specific needs. Listed below are some examples of specific programs that we have used with existing clients, along with a brief description of each.
We generally charge our clients “by project” rather than “by hours” as we have found it more fair to our clients, however we can bill you on an hourly basis for our services when appropriate. We currently bill at the hourly rate of $250 for our consulting services.
Initial Consultation
Our initial consultation with you has no charge or obligation. It is an introductory meeting where we can get to know each other, talk about your needs, and discuss any questions you might have about us and the services that we offer. You’ll gain a better understanding of how we operate and whether our approach to financial planning is a good fit for you.
Living Life on Purpose Financial Plan™
The Living Life on Purpose Financial Plan™ (LLPFP™) is a multi-faceted plan that will give you a high-level overview of your current financial situation, point out deficiencies in your current approach, and help you to prioritize goals. Learn more…
ToSSMAX™
ToSSMAX™ stands for Timing of Social Security Retirement Maximization Program. The purpose of the ToSSMAX™ program is to analyze the each of these components and produce a set of recommendations that, when implemented, will provide you with the maximum retirement income possible. Learn more…
Personal Money Flow
The Personal Money Flow program is designed to provide you with advice and the tools you need to in order to make smart decisions with your money. If you are looking to start (or restart) your financial life on the right foot, this program could be right for you. Learn more…
TOTAL Road Map
The TOTAL Road Map is a comprehensive, personalized strategy for your financial security and independence. This is the “everything including the kitchen sink” approach and these plans typically covers every area of your financial life. Learn more…
Financial Planning for Small Business Owners
Small business owners and the self-employed face unique challenges when it comes to financial planning, but they also have unique opportunities. If you own a business or are a 1099 independent contractor, we can show you how to take advantage of your situation while avoiding the pitfalls. Learn more…
Life Transition Planning
Are you suddenly on your own or forced to assume greater responsibility for your financial future? If you’ve recently gone through a divorce, lost a spouse or have gone through any major life transition, our Life Transition Planning services might be a good fit for you. Learn more…
Asset Cycle Portfolio System®
Do you understand the specific purpose for each of your investment accounts and what exactly they are designed to accomplish? Our Asset Cycle Portfolio System® can help you understand how each of your financial assets fit together so you can complete your entire financial picture. Learn more…
Independent Objective Portfolio Analysis
This analysis will include a comprehensive review of your fixed investments, stocks bonds, and mutual funds. It will also introduce the “know your investment” model. Learn More…
In Force Life Insurance Audit
Often times individuals own life insurance policies that may not be the most beneficial for their current situation. This audit includes an analysis of in-force illustrations, with a focus on potentially costly factors: lapse, over-insuring, under performance, etc. Learn More…
Investment and Portfolio Management
We offers ongoing, customized investment portfolio management services for our clients who desire professional money management. Guided by an Investment Policy Statement, we can manage your portfolio based on your investment objectives, risk tolerance, and time horizon. Learn more…
Insurance and Financial Services
We maintain relationships with multiple insurance and financial service marketing organizations so that we can assist you with implementing your financial plans. Our clients are not required to use these services, however many find it convenient to do so. Learn more…
Ongoing Service Agreements & Annual Checkups
We believe that an continuous relationship with a financial planner can provide peace of mind and lend structure and accountability to your financial plans. We offer both ongoing service agreements and annual checkups to our clients. Learn more…
(The example programs listed on this page are not intended as a formal fee quote or a contractual agreement, nor do they imply a commitment of any kind.)
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