Solutions

As a Dedicated Planning client, you'd get:

  • Complimentary 30 minute Get to know you consultation to assess your current financial situation through the financial planning process. This meeting will also be where we decide if the dedicated planning engagement makes sense for you.


  • 60-90 minute Get Organized meeting. In this meeting we will talk more in depth about your financial goals and prioritize your financial concerns.


  • 60-90 minute Investment meeting. This is a meeting focused solely on your investments and strategies that are in line with your risk tolerance assessment.


  • 60-90 minute Risk planning meeting. In this meeting we will examine the possible turbulence to your financial goals We will identify possible risk areas and have strategies of how best to address that exposure.


  • 60 minute Plan Delivery meeting, which includes
  1. Easy to read Executive Summary letter of you goals and our detailed recommendations in the following areas: savings target, investment goals, retirement planning, insurance, estate planning, and tax strategies.
  2. Implementation schedule to help prioritize what you should take care of first
  3. Net-worth and asset summary.
  4. Additional planning topics tailored to your specific financial goals.
  • 60 minute follow up meeting each quarter to check your progress.


  • Unlimited access via phone and email to help with any ongoing situation.



What We Offer

Retirement Savings Accounts

Retirement Savings Accounts

We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).

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Life Insurance

Life Insurance

We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.

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Mutual Funds

Mutual Funds

Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.

Financial Guidance

Financial Guidance

We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.

Charitable Giving Solutions

Charitable Giving Solutions

Thankful for all you've been given? We can help you give back.

Traditional and Roth IRAs

Traditional and Roth IRAs

You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.

Investments

Investments

Our options help you balance performance and purpose.