Services

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We are a fee-only, financial planning firm firmly rooted in the CFP Board of Standard's financial planning process.  A typical engagement, or

relationship, begins with a free Initial Consultation (IC) to see if there is a good fit between your needs and our services. We typically meet in our offices, but we do make “house calls” in some situations. We even offer virtual consulting via the web if the need arises.

During the IC meeting we explore and discover how and if we can work together. We offer four different programs based upon life stage and typical needs as listed below. For a more detailed description of each program, click on the title of the program:

• Wealth Management & Financial Life Planning
• Wealth Accumulator
• Initial Financial Plan &/or Periodic Plan Update
• Asset Management

To compare services please see our complete Menu of Services

There is nothing like a dream to create the future.~ Victor Hugo

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Wealth Management & Financial Life Planning Program:

This program is designed to support you in aligning and monitoring your finances so you can achieve what you want in life. It provides ongoing in-depth financial planning and asset management services and is appropriate for those who are well on the way to achieving their goals and dreams with significant savings and investments.

Typical Wealth Management/Financial Life Planning clients are either planning for or experiencing life transitions. These clients have accumulated, received or are receiving a good deal of money or investments.  There may be complexities with which they  want support and/or advice.

For additional information and details of this service, click here

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Wealth Accumulator Program:

We’ve developed a one-of-a-kind that allows us to assist you in getting to where you want to be. We are passionate about the security of your financial future.  This program provides you the support to align your finances with your goals and passions with ongoing monitoring to ensure success.  Read about our program making news.

The Wealth Accumulator Planning Service is typically geared for those well established in their careers and who want to better prepare for the future. Typical concerns may include saving for retirement,  managing their 401K etc., taking full advantage of employer provided benefits, family protection for unforeseen problems, planning for children’s education needs, career transitions and/or changes and small business issues. Clients are typically successful mid-career people with annual household income over $100,000.

For additional information and what this service includes, click here

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Asset Management: 

Our Asset Management Service Programs is designed for those looking for professional investment management based on sound economic and investment theory.  Our investment strategy focuses on using strategic asset allocation to reduce risk while providing returns to meet your income and/or growth goals.

For additional information and what this service includes, click here

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Initial Financial Planning Review Program:

This program supports clients in taking what may be the first step to align your finances so you can achieve what you want in life. The Initial Financial Planning Review Program is a fixed-fee, limited engagement with a beginning and an end. Although this service happens at one point in time, we call it an “Initial” Financial Planning Review because we believe that financial planning is a process, not just a product and ideally is reviewed on an ongoing basis.

Initial Financial Planning Review clients are from all stages of life. They seek advice and guidance in understanding how to best accomplish their goals and protecting what they have.

For additional information and what this service includes, click here

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Periodic Financial Update:

Ongoing Periodic Financial Planning Review is a follow up to initial planning if desired and is typically done every 1-3 years or upon significant changes in your goals or situation. Your financial planning should be updated periodically to keep it current.

For additional information and what this service includes click here

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