Sunflower Blossom

What's included?
Comprehensive, Ongoing Support for Your Financial Journey

Our financial planning service offers ongoing support designed to help you achieve and maintain your financial goals. Building on the foundation of our stand-alone plans, this service provides additional benefits, including

  • Ongoing Planning and Implementation Support: Continuous guidance and project management assistance to implement your planning recommendations. Collaborating with insurance agents, estate planning attorneys, mortgage brokers, and other professionals to ensure your plans are executed effectively and become a reality. 

  • Tax Planning Services: Annual tax planning to minimize your tax burden and align with your financial goals. 
This model is ideal for those seeking regular check-ins, strategic updates, and a trusted advisor to navigate life’s financial complexities and are comfortable managing their own investments with periodic reviews. 

What are the fees?

The ongoing financial planning engagement fee starts at $350 per month and is calculated based on the complexity of your financial needs and the scope of services provided.

WE'RE MEMBERS OF
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