Get a personalized plan to help you

Provide for Your Family

Having children is probably the single most life-changing moment a person can have. You are filled with love you couldn't know before, and a desire to give them everything possible. Fulfill those desires with personalized plans that allow you to afford sending you children to college, provide for their well being, and help them with their life goals.

Paying For College Education

Your dream of sending your children to college is attainable, and the earlier you start planning the better. No matter what age your children are, now is the right time to start planning and investing for their future.

YOU'LL RECEIVE

  1. A Detailed Analysis of Your Current Situation
  2. A Financial Analysis of the Projected Cost of Education
  3. Recommendation of Tax Advantaged Investment Options including 529 Plans
  4. Recommendation of Portfolio Investment Allocation
  5. A Recommended Course of Action to Get Your Children Through College

From $800 for a single-child plan

+ $100 for each additional child

Providing For Their Well Being

It isn't pleasant to think about, but we have a responsibility as parents to provide for our children if we were to die prematurely. Get a plan which ensures they will be cared for emotionally, physically, and financially.

YOU'LL RECEIVE

    1. Exploration of Your Desires
    2. Options for Executing Your Wishes
    3. Checklist of Your Needed Legal Documents
    4. Life Insurance Needs Analysis Including
      • Mortgage and other debt payoff
      • Funding for education & other goals
      • Child and family care needs
    5. Recommended Life Insurance Coverage and Structure
    6. Options for Utilizing Trusts

    From $800 Per Family

    Legal document preparation not provided

    Helping With Weddings, First Homes, or Other Goals

    Wanting to help our children doesn't end when they graduate college. Even once our children are grown, they are still our children. If you have desires to help with weddings, down payments for a first home, or other goals; we can help you achieve those goals without jeopardizing your retirement or financial stability.

    YOU'LL RECEIVE

      1. Analysis of Costs Including Inflation Adjustments
      2. Projected Impact on Retirement
      3. Review of Alternative Options
      4. Required Savings Rate
      5. Investment Portfolio Recommendations (if appropriate)

        From $500 for FDIC-insured savings plans or Loan Options

        to $800 including investment recommendations

        Financial Planning.jpg

        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.