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.

More Information About Your Personal Financial Website

 

Download The Personal Financial Website Overview PDF

Choosing a financial planner is an important decision.

 

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