Financial Planning





  • Optional Investment Management is available and carries separate fees
  • Pricing is subject to negotiation for more complex, or for simplified planning needs
  • Hourly engagements and projects for custom planning needs are available
Getting Started Family Life Ready to Retire
Build a Strong Base
Net Worth Statement
- Benchmark to keep your plan on track
Emergency Fund Review
- Be sure you can cover life's surprises
Budget Review and Setup
- Get your SASS on!
Specific Goal Planning
- Create a savings plan for a car, a wedding, home downpayment, vacation or any other large purchase
Debt / Student Loan Payoff
- See how financial snowflakes can reduce your debt
- Sort through the options available to get out from under these loans
Develop Your Safety Net
Insurance Review and Recommendations
- See how much coverage you really need for contingencies - life, disability, and long-term care
Work Benefits Review
- You'll want to make the most of these
Estate Review
- Protect your family with the right legal documents
Look Toward Retirement
Retirement Plan
- Generate a specific savings plan and plan for the unexpected
Investment Review
- Match your risk and goals to investment categories, and find out how much your current investments cost you
401(k), 403(b) and Other Retirement Plan Review
- Walk away with investment recommendations
Social Security Review
- Find a strategy that works for your retirement needs
Cash Flow Planning
- Estimate the funds you will have available to spend during retirement
Education Planning
College Planning Report
- Decide how much to save for each child
College Savings Recommendations
- Choose the right 529 Plan for your situation and state
*One-Page College Pre-Approval - Coming in 2018



  • Optional Investment Management is available and carries separate fees
  • Pricing is subject to negotiation for more complex, or for simplified planning needs
  • Hourly engagements and projects for custom planning needs are available