Your Comprehensive Financial Planning Experience
Find your golden leaves
The Roots – Your Initial Plan
A deep roots system keeps a tree healthy and strong. The same is true for your financial plan. Our initial plan helps you create diverse and meaningful roots that outline the path forward toward your goals. This one-time project-based service covers the core topics of your financial life: college planning, retirement planning, investment strategies, and goal setting. Together, we’ll identify key areas of opportunity and outline strategies to improve each of these sectors. You’ll leave this engagement armed with a written financial plan and the confidence to put that plan in motion.
The Fee: $1,500
The Growth – Ongoing Comprehensive Planning
Once the roots are settled, the tree begins to grow and blossom, becoming stronger every day. Our ongoing comprehensive financial planning service fortifies your foundation and actively implements, monitors, and updates your strategy to best suit your needs as you grow and change. We take the written plan developed in the roots phase and build on it, bringing each section to fruition. Additionally, we’ll tackle: cash flow planning, debt reduction, employer benefits, estate planning, risk management/insurance planning, tax planning, and charitable giving. With us, no stone goes unturned. Our comprehensive approach aims to bring a unified strategy to every element of your financial life, ensuring each piece works together. As this is an ongoing engagement, we will meet monthly to make sure that you are confident that your plan is on track. With this service, you can leave all the nitty-gritty details to us and you can simply live your life, enjoying the beauty and change that comes with each day.
The Fee: $3,000* Minimum annual fee
Your Comprehensive Financial Planning Experience
Find your golden leaves
The Roots – Your Initial Plan
A deep roots system keeps a tree healthy and strong. The same is true for your financial plan. Our initial plan helps you create diverse and meaningful roots that outline the path forward toward your goals. This one-time project-based service covers the core topics of your financial life: college planning, retirement planning, investment strategies, and goal setting. Together, we’ll identify key areas of opportunity and outline strategies to improve each of these sectors. You’ll leave this engagement armed with a written financial plan and the confidence to put that plan in motion.
The Fee: $1,500
The Growth – Ongoing Comprehensive Planning
Once the roots are settled, the tree begins to grow and blossom, becoming stronger every day. Our ongoing comprehensive financial planning service fortifies your foundation and actively implements, monitors, and updates your strategy to best suit your needs as you grow and change. We take the written plan developed in the roots phase and build on it, bringing each section to fruition. Additionally, we’ll tackle: cash flow planning, debt reduction, employer benefits, estate planning, risk management/insurance planning, tax planning, and charitable giving. With us, no stone goes unturned. Our comprehensive approach aims to bring a unified strategy to every element of your financial life, ensuring each piece works together. As this is an ongoing engagement, we will meet monthly to make sure that you are confident that your plan is on track. With this service, you can leave all the nitty-gritty details to us and you can simply live your life, enjoying the beauty and change that comes with each day.
The Fee: $3,000* Minimum annual fee
