Our financial planning process has been designed around your needs. Whether you are looking for one-time financial advice or an ongoing relationship with a financial advisor, we have affordable, transparent solutions to meet your needs. Our financial planning and investment advice services are primarily through individual consultations and written financial plans. 

Initial financial planning services

Written holistic financial plan


Our financial planning process begins with an initial assessment and discovery meeting. We then prepare a written plan and conclude with a financial plan presentation meeting. Our financial plans are a personalized holistic path forward for how to best allocate current and future resources to achieve your goals. We create your holistic financial plan with the purpose of providing clarity, education, and clear action steps. While these plans are highly customized to address your specific circumstances and concerns, they contain a few common elements: 


Initial assessment and discovery meeting

This is a one hour meeting for new clients. We will provide you with questionnaires and worksheets before the meeting to start the financial planning process. If you are seeking a one time financial plan and/or an ongoing relationship, we will use this session to learn more about you, your financial goals, values, current money concerns, and the scope of what you’d like us to include in your plan. At the end of the meeting, we will provide a flat-fee estimate and outline for your financial plan. If you are unsure you are ready for a written financial plan, we can use this time to get to know each other and verbally address your most pressing financial questions.

Ongoing financial planning services

After receiving your initial written holistic financial plan, if you’d like to establish an ongoing relationship with us, we have two options to choose from:

Hourly-as-needed advice for members (Wealth Builder Membership)

Financial Planning for you, when you need it. Effective, cost-efficient, and easy. Consider joining our Wealth Builder membership which gives you:

    • Access to a CERTIFIED FINANCIAL PLANNER™ professional for hourly, as needed advice

      • Don’t have to pay for an entirely new financial plan

    • Personal financial web site and tool kit

    • Ongoing education and community support

Flat annual fee retainers (Private Client)

An ongoing relationship with a financial advisor:

    • Annual strategic plan update meeting

    • Unlimited access via in-person meetings, phone, and email

    • Ongoing investment advice