Setting your Financial Foundation

Take Control

You’re looking to take control of your finances, eliminate debt, and build a solid financial foundation. Master your money with coaching to help you manage your cash flow, get out of bad debt, and begin saving and investing for your future.

You'll receive guidance on eliminating debt, developing a realistic budget, and shifting money toward long-term savings and investing.  

As fee-only and fiduciary advisors, we are legally obligated to serve your best interests, without conflicts of interest which come from sales commissions, referral fees, or kickbacks. 

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Our Process

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

Choose Your Plan & Fees

Financial Coaching

Financial coaching offers guidance, analysis, and recommendations related to: Career management, cash flow analysis & budgeting, debt/credit management, life, property & liability insurance, and saving for major goals.

INITIAL FINANCIAL FOUNDATION PLAN

We begin with an initial plan to build a strong foundation including:

  • Goal exploration & prioritization

  • Cash flow analysis & budget optimization

  • Asset and debt analysis

  • Debt management plan

FEES

Fees for ongoing Financial Coaching are $100 per month with $560 to start. Couples are $630 to start but pay the same low $100 monthly fee.

or

Comprehensive Financial Planning

Financial Planning offers holistic and comprehensive guidance on a broad range of topics including:

  • Budgeting & cash flow analysis
  • Investment advising
  • Retirement planning
  • Education funding
  • Major goal planning
  • Insurance and risk management
  • Proactive tax planning
  • Debt management
  • Career development
  • Estate planning

INITIAL FINANCIAL PLAN

Financial Planning clients choose to start with either a Financial Foundation Plan or a Retirement Readiness Plan.

Financial Foundation Plans offer guidance on goal prioritization, budget optimization, asset and debt management.

Retirement Readiness Plans include investment advice, retirement planning, 401(k) plan optimization, and retirement projections. 

FEES

Fees for ongoing Financial Coaching are $200 per month with $560 to start. Couples are $630 to start but pay the same low $200 monthly fee