a personalized plan to help you

Invest Wisely

Your 401(k) or 403(b) plan at work is one of the most important employee benefits you receive. You'll receive a comprehensive analysis of your 401(k) and recommendations for your investments, monthly contributions, and the best way to optimize your retirement account. 

401(k) Optimization

Make the most of your 401(k) plan by getting a comprehensive review of your retirement plan and an investment allocation recommendation based on your unique goals and risk tolerance. Know with confidence that you are doing what you need to retire to the life you want.

YOU'LL RECEIVE

  1. A comprehensive analysis of your 401(k), 403(b), 457, or other retirement plan

  2. Explanation of how your company match works

  3. An explanation of your investment options and their fees

  4. Recommended monthly contribution amount to achieve your retirement goals

  5. A personalized recommended portfolio allocation and investment plan

$800 for Your Personalized Plan

$1,300 for couples who each have workplace retirement plans

Additional fees apply for plans which include stock options, phantom stock, Restricted Stock Units, or other complex situations

Free for ongoing Planning clients

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Our Process

We start with a free initial discovery meeting to explore your goals and explain how financial planning can help achieve them. 

From there, we develop a detailed plan including analysis of your current situation, explaining potential alternatives, and recommending a course of action.