FINANCIAL PLANNING
We offer a Subscription Financial Planning service to help you straighten out your finances, prioritize your goals, and ultimately find solutions to make progress in life.
FOUR STEP PROCESS
A comprehensive digital evaluation of your current financial situation, including—but not limited to, taxes, cash flow, insurance, investments, and estate planning.
Collaboration with you to define & prioritize your goals.
Thorough analysis and observations of your financial circumstances.
Recommendations & Strategies to align your financial life with your goals.
AREAS OF CONCENTRATION
Our areas of concentration include tax planning, cash flow forecasting, insurance policy reviews, investment portfolios, and estate planning strategies.
ONGOING SUPPORT
Additionally, we provide continuous support, monitoring, a client portal, and access to a comprehensive network of vetted attorneys, CPAs, Insurance Agents, and many others.
FEES & EXPENSES
Our flat rate is $3,000 per year or $750 per quarter (one-year commitment).