Services & Fees
- Financial Empowerment Coaching
- This service is for those who need assistance getting their finances in order. It includes an evaluation of your current financial situation and an action plan to move forward.
- Comprehensive Financial Planning
- Financial planning services include but are not limited to investment planning; life insurance; tax concerns; retirement planning; college planning; and debt/credit planning. Prices range from $500-$5000 and are based on the complexity of your finances and goals.
- Investment Management
- We create an investment policy statement for you based on your goals and objectives. Fees for investment management services are based on the value of total assets under management.
Choosing a financial planner is an important decision.