What if your finances could fuel – rather than impede – your dreams?
We believe it can ... and should. Let us show you what's possible.
We offer Three financial planning packages:
A one-time service, great for those wanting fast answers to their most pressing money questions.
Ongoing financial planning provides a comprehensive review of your financial world with ongoing advice.
A comprehensive, one-time review to equip you to smartly manage your financial world going forward.
Overview: A one-time service, great for those wanting fast answers to their most pressing money questions. This service is ideal for those who are not ready for our comprehensive planning services.
Fee: One time fee of $550 - $850
One 60-90 minute phone call to answer your questions and provide resources and an action plan to direct you as you take action on your own.
An email recapping the action items discussed during our meeting, recommended resources, and customized spreadsheet templates.
POSSIBLE TOPICS COVERED IN THIS SERVICE:
How and where to focus your savings
Combining finances as newlyweds
Preparing for a new baby
Life insurance and estate planning basics
How to create and maintain a budget
Understanding your employer benefits
Creating a plan to pay off debts
How to balance debt and savings
WHAT THIS SERVICE DOES NOT INCLUDE:
This service does not provide customized investment portfolio recommendations or life insurance analysis.
READY TO GET STARTED?
If you are ready to get started, please fill out an application and we will get back to you soon about availability and a customized quote for the service. (Note this service does not include a free introductory call.) Clients will be asked to provide basic information about income, net worth, and expenses one week before our call to ensure you get the maximum benefit from our service.
Overview: A comprehensive, one-time review to equip you to smartly manage your financial world going forward
Fees: One time fee of $900 - $5,000
Two 60 minute meetings - the first to get organized and better understand your goals and questions, the second to discuss your Recommendations and Action Plan
Customized Recommendations and corresponding Action Plan addressing topics discussed and delivered via email
Ongoing Financial Planning
Overview: A comprehensive review of your financial world with ongoing support and advice
Fees: Initial planning fee of $750 - $3,500, and monthly subscription of $150 - $450, with no ongoing commitment
Two 60-90 minute meetings - the first to get organized and better understand your goals and questions, the second to discuss your Recommendations and Action Plan
Customized Recommendations and corresponding Action Plan
Mid and year-end calls to discuss your progress, update your Action Plan and provide continued recommendations
Proactive reminders to keep you accountable
Email support as new questions arise
An advocate to introduce you to the right professionals (accountants and estate attorneys) as needed
Start the process with a complimentary meeting
If you are interested in one of our comprehensive planning services, you are welcome to schedule a 30 minute consultation at no cost to you. We'll discuss your planning needs and questions and talk about which service package is best for you. Let's get the conversation started and go from there. Introductory meetings are held by phone. From there, client meetings are held by phone, video conference, or in person for New York City clients.
*This service is only available for quick start and ongoing planning clients.