Services

• Common Questions:
• Balancing competing goals: debt payments, retirement, home purchase, and saving for kids.
• What to do with old retirement accounts
• Are you saving enough?
• How much home can you (should you) afford?
• Opening a new investment account and selecting investment funds
• How much insurance should you carry? 
• Types of insurance & companies to work with
• Selecting employee benefits
• How do you get started with a budget?
• How to allocate a large income jump
• When should you consider a will or trust?

We will cover a lot during our meetings, but the above should not be viewed as a list of everything we will be able to address. Priorities will be client-driven.

• CFP® Professional on retainer
• Unlimited on-demand advice
• Life planning for comprehensive goal discovery
• Annual Strategy Session & Year-end Review
• Custom investment recommendations
• Defined cash & savings targets
• Life & disability insurance review
• Student loan repayment plan
• Social security audit & filing strategies
• Tax planning: Current & Multi-year withholding & Roth conversions
• Estate planning, including prep & coaching for an attorney meeting
• Next-gen savings strategies
• Direct coordinated communication with your accountant, attorney, etc.
• Accountability support for identified action items
• Financial wellness guidance

Optional: Delegated Investment Management

$1,000 Onboarding Fee due up front

• 3 Meetings with a CFP® Professional
• One month of support after plan delivery
• Collaborative goal discovery
• Custom investment recommendations
• Defined cash & savings targets
• Life & disability insurance review
• Student loan repayment plan
• Social security filing strategy
• Current year Roth conversion analysis
• Education funding
• Financial wellness guidance