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Services & Fees

Six Core Planning Areas

Tax Planning

Multi-year strategic planning to minimize taxes over the course of your lifetime
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Estate Planning

We ensure you have the right documents in place and they reflect your wishes and intent for the next generation

Cash Flow Planning

Gain control over your household finances with a system that automates bill payments and prioritizes your goals

Student Loan Optimization

We ensure that you have the best student loan repayment strategy for your unique circumstance.

Retirement Planning

We create an illunicated path toward your goals using cutting edge technology to map out and stress test your plan

Investment Management

Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon

Focused Meetings and Follow-Up

Get Acquainted

Uncover your goals & values
Get to know one another
Exploring working together

Get Organized

Collect your financial inventory
Setup your personal financial website
Consolidate accounts

Get A Plan

Establish measurable financial goals
Determine appropriate investment allocation
Develop Action Checklist

Get Going

Review & track goal progress
Manage & report on investments
Adjust plan as your situation evolves

The standard planning fee is based on the complexity of the clients situation. Schedule your FREE consultation today!

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