Services
(Re)Write your Money Script
Unconscious money scripts, we all have them. Often we think financial planning is about how, when, and where. As you become more aware of your personal money scripts you will learn it's more about "why" and "who". Over the course of our relationship we will help you become more conscious and rewrite your personal Money Script.
Do you need a financial advisor? What is your current level of financial literacy? Take a quick two-minute quiz to schedule 15 minutes with an advisor.
Advice Based Relationship Services
Silver
- Develop financial goals
- Debt reduction & building credit
- Create investment strategy
- Employee benefits
- Answer your financial questions
Gold
- Silver advisory services
- Combine households, stay independent
- Specific goal planning
- Employee benefits
- Financial Independence income strategies
Platinum
- Gold advisory services
- Entrepreneurs & business owner strategies
- Tax optimization & bookkeeping
- Estate Planning
Diamond
- Platinum advisory services
- Advanced business owner strategies
- Windfall and estate distribution
- 7-figure earner tax strategies
Advice Based Financial Services
Budgeting
Yes, it's the B* word. Let's face it, a budget is necessary to track your expenses and pay off debt in a timely fashion. It's not what you make, it's what you spend. We will help you see the big picture and the details of your financial habits.
In Case Sh*t Happens
How do you plan for the certainty of uncertainty? Insurance is often ignored until it's needed. Are you underinsured or over insured? We'll help review your coverage and identify options to fill gaps, ensuring proper protection.
Invest
It’s no secret the investment landscape is becoming more complicated each day. We will help you measure your risk using state-of-the-art tools with Nitrogen software, helping you invest with confidence.
F.I.R.E
Financially Independent & Retire Early. How much will you need? What will be your sources of income? Let's create a plan to help you become financially independent sooner rather than later.
Tax & Estate
We’ve all heard of the certainties of death and taxes. Although we can’t plan for everything, we can help you prepare for the unexpected. Estate & tax laws are complex and ever-changing. We help clients and their tax/legal professionals proactively plan to reduce taxes and orderly estate distribution.
Entrepreneurs
You work extremely hard for your business, but how do you make sure your business is working for you? We help entrepreneurs thrive and maximize profits from their businesses.
Financial Planning Steps
Discovery Session
Let’s determine if we are a good fit. We will discuss your values, goals, and behaviors. We will share the process and fees for engaging in advisory services.
Data & Strategy Sessions
We will help you get organized and provide an analysis and recommendations on how to meet your goals.
Action & Review
Together we will take action to review & monitor your progress
Take a quick 2-minute Financial Literacy Quiz
