top of page

About Financial Planning

We believe that a financial plan is the cornerstone of financial success because it
empowers you to make informed decisions about your money. A well-thought-out
financial plan can help you successfully navigate the twists and turns of life, achieve
your life goals, and provide the peace of mind that you seek.


As you begin your financial journey with our firm, right away you will partner with a
financial advisor who is a Certified Public Accountant (CPA) to discuss your unique
financial situation, goals and needs. Next, the financial advisor will create a
comprehensive financial plan tailored to your unique goals and circumstances, offering
guidance on the most effective way to implement it.


Our team of financial specialists is ready to provide support to you and your family at
every important stage of your life:

​​

  • Retirement (early, semi-, full)

  • Divorce

  • Inheritance

  • Starting a Family

  • Buying Your 1st House

  • Saving for College

  • Starting / Selling a Business

  • Vacation Home

  • Disability

  • Long term care for self and /or parents

Schedule a 15 Minute Discovery Call:

A Financial Plan will be carefully developed based on client’s unique circumstances and
will likely look different for every client. Here are some of the areas a financial plan
could cover:

​​

  • Cash Flow Analysis

  • Retirement Distribution Strategy

  • Asset Allocation Strategy

  • Debt Strategy

  • Tax Planning

  • Roth Conversion Analysis

  • Insurance Planning

  • Banking and Credit Management

  • Charitable Planning

Schedule a 15 Minute Discovery Call:

Fees: 

​

​Our Financial Plans range from $1,500 to $5,000, depending on the plan complexity.
Since each client’s needs are unique, the final cost will be determined after the Initial
Consultation.

bottom of page