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Year-Round Financial Planning

The Signature Package

starting at $6,500/year

Concierge service addressing all of your financial planning and investment management needs, so that you always have a personal CFO in your corner. 

  • Ongoing strategic partner for your business and personal finances
  • Detailed financial plan tying to your vision and core values 
  • Your choice of direct investment management OR hands-on help investing at a financial institution(s) of your choosing.  Ask me to explain how the fees compare - I'm on a mission to educate you!
  • Customized tools and templates designed to empower you with knowledge
  • Coordinating with your accounting, tax, estate, legal, and other specialists so that everyone is on the same page
  • Semi-annual review meetings for proactive ongoing implementation
  • Unlimited calls, emails, and meetings anytime
  • A family-centered approach; include your kids and/or parents to be included in the conversation

INVESTMENT ADVICE AND MANAGEMENT

Investment guidance is included whether you want to outsource entirely for my direct management, or use my help to DIY at your preferred financial institution(s) instead.

No asset minimum required. No percentage-based fee.

LEARN MORE ABOUT MY INVESTMENT PHILOSOPHY
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Looking for a one-time engagement?

starting at $1,500

REACH OUT

Things I help with:

  • Strategic goal planning
  • Cash flow organization and forecasting
  • Tax planning and analysis for business, personal, and real estate  
  • Advanced strategies for real estate investing 
  • Business strategy
  • Investment advice and implementation
  • Money mindset
  • Couples' coaching and household systems
  • Travel / vacation budgeting 
  • Retirement planning
  • Education planning
  • Account consolidation assistance (old 401k rollovers, etc.)
  • Estate planning integration (Trusts, beneficiaries, continuity plans, etc.)
  • Entity structure analysis for business
  • Debt management and access to lending options
  • Insurance planning

 

  • ...and most importantly, tying it all together.

Have Questions?

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Ready to do financial planning differently?

I can't wait to hear from you.

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