Service Packages

Hi, we’d love to work with you!

Our service packages empower you with a collaborative financial
roadmap that simplifies the steps needed to work toward your financial
goals. Working in tandem with our tools and collaborative efforts will
instill confidence in you to follow the path toward your financial goals.

Not everyone is ready for full-service wealth management—and that’s okay. If you’re managing your own investments or primarily saving through employer retirement plans, this option is designed to give you clarity, direction, and confidence in your financial life. 

For a comprehensive, personalized financial plan built around your goals, with clear recommendations

you can implement on your own the cost is  $1,250.

Who This Is For

• DIY investors looking for a professional second opinion

• Individuals and families building wealth through 401(k)s or employer plans

• Anyone who wants a clear financial roadmap without ongoing asset management

What’s Included

Your plan is designed to cover the key areas that drive long-term financial success:

• Cash flow and budgeting guidance

• Retirement planning

• Asset allocation review

• Insurance and risk analysis

• Social Security analysis

• High-level guidance on tax and estate planning (with referrals to specialists as needed)*

You’ll receive a written financial plan with clear, actionable steps, along with a dedicated meeting to walk through everything together.

Our Process

We keep things structured, efficient, and personalized:

1. Discovery Meeting
We get a full understanding of your current financial picture, goals, and priorities.

2. Plan Development
Using tools like MoneyGuidePro, Asset-Map, and Social Security Analyzer, we build your customized financial plan.

3. Plan Presentation
We walk through your plan together, answer your questions, and outline clear next steps for implementation.

Most plans are completed over 2–3 meetings within 3–6 weeks.

Ongoing Support

This isn’t a “here’s your plan....good luck” experience.

• 1 year of ongoing guidance is included for follow-up questions and support

• We’ll also schedule a 6-month check-in to see how things are progressing

A Starting Point—Or a Standalone Solution

For some clients, this is a one-time engagement that provides everything they need to confidently manage their finances on their own.

For others, it becomes the foundation for a longer-term relationship as their financial life grows more complex.

Either way, our goal is simple:
To empower your financial decisions with clarity and confidence.

*These services are always complimentary for any client.