We help you figure out what you want out of life.
“Life comes at you fast and too many people wake up one day and look back at all the things they wish they had done to prepare themselves and their families for the future, but never did. The thought of developing a financial plan can be overwhelming, but our advisors are here to help you develop your plan.” – Joe Sallee, Managing Partner
Fee-only Financial Planning
For those clients that don’t need help with managing their investments, we offer standalone financial planning services. Our fixed fee, or fee-only financial planning services help you focus on developing your personal goals, while providing a path that helps you achieve these goals.
We help you figure out what you actually want out of life. We’ll then evaluate your current financial situation and help you determine the best ways to allocate your resources for achieving your goals. Our advisors provide both comprehensive and project based financial planning services.
Comprehensive Financial Planning
Comprehensive planning requires an in-depth review of your entire financial life. This may include discussions around non-financial planning topics that have an indirect impact on your financial life. To provide the best outcomes, clients must be open to providing the necessary facts and context needed to build an accurate and complete picture.
Each situation is different, but typically we’ll start with an inventory or your finances. We’ll then review your spending plan; savings and investment plans; debt-management; and risk-management and insurance needs. From here we’ll explore retirement planning; legacy and estate planning; tax planning; education planning and more.
Project Based Financial Planning
The clients that come to us for this type of planning are typically looking for reassurance that the decisions they are making or the assumption they are using are reasonable. Topics can range from a retirement plan checkup to college planning to student loan management and more.
Financial Planning Fees
Comprehensive planning fees range from $3,500 to $10,000 depending on the complexity of your financial situation.
Most project-based planning will be based on an hourly planning rate that starts at $350/hour. Ongoing financial planning services are also available.
For more information, or to schedule an introductory call or meeting, please fill out our Get Started Now form below or reach out to one of our team members.