We offer comprehensive financial planning services designed to help individuals and families navigate their financial journey with confidence. Our team is dedicated to providing personalized guidance and strategies tailored to your unique needs.

1. Goal Setting and Prioritization: We begin by understanding your short-term and long-term financial goals. Whether it’s buying a home, funding a child’s education, or achieving a comfortable retirement, we help you define and prioritize your objectives.
2. Cash Flow and Budgeting: We analyze your income, expenses, and savings patterns to establish a solid foundation for your financial plan. We work together to create a realistic budget that helps you manage your cash flow effectively and make progress toward your goals.
3. Retirement Planning: We develop a comprehensive retirement plan that takes into account factors such as your desired retirement lifestyle, anticipated expenses, and income sources. Our team assists you in determining an appropriate savings rate, crafting an investment strategy, and establishing a retirement age tailored to your specific circumstances. Our goal is to support you in achieving a retirement that aligns with your financial aspirations.
4. Investment Planning: Our team creates an investment strategy tailored to your risk tolerance, time horizon, and financial goals. We help you build a diversified investment portfolio and make informed investment decisions to grow and preserve your wealth over the long term.
5. Regular Progress Reviews: We offer regular progress reviews to track your financial goals, reassess your financial plan, and make necessary adjustments.

Hourly Fees

The negotiated hourly fee for these services is between $200 and $300.