Services & Costs
What We Can Provide
We are here to serve you in any capacity you need. Whether that’s a long term relationship or a one time meeting. Every family is in a different place and we are here to meet you there.
Projects
Project services are best for:
Those needing an expert for concentrated help with a short term life event.
Commitment: limited
Cost: estimate based upon hours
Commitment: limited
Cost: estimate based upon hours
Commitment: None
Cost: $325
Programs
Programs are best for:
Young to middle age individuals and families with more than 5 years until retirement.
Commitment: 6 months
Implementation: together
Includes Investments: yes
Commitment: 2-3 months
Implementation: on your own
Includes Investments: yes
Ongoing
Ongoing services are best for:
Those who are currently in retirement, who have 5 – 10 years until retirement, or who have an ongoing complicated situation.
Ongoing Planning & Investments
Commitment: ongoing
Implementation: together
Includes Investments: yes
Want to find out more? Wondering about getting started with us? Go to our Contact Us page to fill out our Contact Form for a no strings and no cost 20 minute introductory phone call. You tell us about what’s going on, we answer any questions, then get you on the schedule.