Bar_Divider“Your entire financial house sits on your cash-flow foundation”

Designed to help our clients build a solid foundation upon which their long-term wealth will be based. Converting earned income into lasting wealth is no easy feat and requires tremendous discipline and smart planning. While cash-flow planning, debt management, and establishing an emergency fund might seem trivial, these elements comprise the bedrock of a great financial plan. This service is designed for individuals and households less than ~$200k annually and with a minimal amount of investable assets outside of workplace retirement plans. If you exceed these thresholds, and/or you are a business owner, your needs will be better served with Comprehensive Financial Planning.

**This is a one-time engagement**

Ideal for:
  • “Beginners” to financial planning and/or those without dependents
  • Anyone feeling overwhelmed by expenses and/or debt
  • Anyone not generating enough income to invest outside of their employer retirement plans
Topics Addressed Include: (Can address up to two)
  • Your Financial Goals
  • Cash Flow & Savings Strategy for different goals
  • Work Place Benefits (includes retirement plans such as 401k & similar)
  • Debt (Student Loans, Credit Cards, etc) & Credit Profile
What’s Included? 
  • 2 (1-2 hour) Strategy Sessions virtually (via Zoom) to address and deliver recommendations to you
  • Behind-the-scenes time to be spent preparing, analyzing, and developing your unique mini financial strategy
  • Online access to customized tools to view your plan and manage your finances*

Package Options & Fees: (Fees Due Upfront)

  • Single, W-2 Earner: $1000
  • Couple, W-2 Earners: $1500
  • Single, Business Owner: $2000
  • Couple, Business Owners: $2500