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.**

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.)

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

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

Get a response within 24 hours.