YOUR PERSONAL FINANCIAL CONSULTANT

Your family’s "CFO" & Financial Consultant

  • When you want a go-to person for consistent and reliable advice with a broader scope of your financial wellbeing.

  • For individuals and families with medium to complex financial needs

    Fee-Based, Comprehensive, & On-Going Financial Planning
    **Because we offer the highest quality of care for your financial needs, this service is subject to availability. Space is very limited.**

Meeting

Next Level Service

Fee-Based = Transparency
Know how much you're paying, what you're paying for, and who you're paying it to.

Yearly fee includes...

  • Access to your personal Financial Planner on call  - Questions, Quotes, Analytics, Updates, Etc. 

  • Comprehensive planning in the 6 key areas 

  • Access to tax planning and tax returns though our network of strategic alliances

  • Annual, bi-annual, or quarterly updates and assessments (in person or teleconference and depending on your needs.)

couple-on-laptop.jpg

Personal Financial Website and Technology Portal 

  • Upload and store financial and legal documents securely in the cloud for easy access

  • Live Real-Time account sync to all relevant accounts and financial institutions

  • Budgeting and Cashflow software (similar to mint.com) 

  • Access to comprehensive and detailed reports for use whenever, updated daily based on your activity--balance sheet, net worth, cashflow, income, investments, insurance, etc. 

  • Ongoing investment account strategies and oversight 

  • Insurance reviews and recommendations

couple-on-laptop.jpg

Personal Financial Website and Technology Portal ​

  • Upload and store financial and legal documents securely in the cloud for easy access

  • Live Real-Time account sync to all relevant accounts and financial institutions

  • Budgeting and Cashflow software (similar to mint.com) 

  • Access to comprehensive and detailed reports for use whenever, updated daily based on your activity--balance sheet, net worth, cashflow, income, investments, insurance, etc. 

  • Ongoing investment account strategies and oversight 

  • Insurance reviews and recommendations

CONNECT WITH US

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