Services

Rewrite Your Money Script

OUR PHILOSOPHY IS TO EDUCATE YOU ON BASIC FINANCIAL PRINCIPLES & EMPOWER YOU TO WRITE YOUR PERSONAL MONEY SCRIPT. WE WANT TO HELP YOU IMPROVE YOUR FINANCIAL FUTURE.

Many of us did not take personal finance courses in school. It can be challenging to keep up with the multitude of financial terms, accounts, and decisions we face daily. FinTech has revolutionized how we interact with our money, vendors, and financial institutions. With all of the technological advances, there are fundamental economic principles that still apply today.

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you. 
Find out if our services are right for you.

“The best time to start was yesterday. The next best time to begin is today.”

— YOHANCE HARRISON

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Advice Based Financial Services

CASH FLOW MANAGEMENT

FinTech has made our lives easier and more complex. Online shopping and multiple payment platforms can make it difficult to track expenses. Interest expenses from credit cards and loans can complicate cash flow. Learn how to create a budget, take control of your expenses and pay off debt faster.

FINANCIAL INDEPENDENCE

Whether you’re a few years away from retirement or it’s 30 years away, we’ll help guide you through the steps necessary to secure enough assets for your optimal lifestyle. After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your financial independence.

PROTECTION PLANNING

Managing your risk is more than balancing stocks and bonds. Being underinsured can be a great risk in the face of tragedies. We will help you understand the costs, benefits, and conditions of your insurance policies. We’ll help you understand your exposure and discuss options to limit your risks.

TAX PLANNING

We don’t have a choice about paying taxes, but we can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year. We will work with your tax professionals to help you plan to reduce your tax expense now and in the future.

INVESTMENT MANAGEMENT

Our knowledge and insight enables us to craft an investment plan uniquely tailored to you. Ongoing collaboration & monitoring helps our team discover new avenues for you to invest your wealth and accomplish your goals. We’ll educate you on each investment decision so you’re well-versed in the logic of our approach.

BUSINESS PLANNING

Most business owners work incredibly hard for their businesses but may not be aware of how to make their businesses work equally as hard for them. We help business owners create compensation, benefits, and succession plans. Whether you are a sole proprietor, partnership or corporation, we can help you create strategies to help your business thrive.

financial planning steps

Step 1

DISCOVERY SESSION

Let’s determine if we are a good fit for one another. We will review the planning process, discuss your goals and the fees associated with working together.

 

  • 45 minutes
  • Review goals
  • Review planning process
  • Register for custom tools

Step 2

DATA & STRATEGY SESSIONS

Your financial life probably involves multiple financial institutions and multiple financial goals. With our tools, we will help you bring it all together.

 

  • 60-90 minutes
  • Refine short/long term goals
  • Review cash flow
  • Review assets/liabilities

Step 3

ACTION & REVIEW SESSIONS

We will provide you with a financial plan tailored to your goals and risk tolerance. Together we will implement a plan to help you reach your goals.

 

  • 60-90 minutes
  • Implement your custom plan
  • Consolidate accounts
  • Review progress

Advice Based Relationship Services

SILVER

Key Focus Areas:

  • Cash Flow & Budgeting
  • Debt & Credit Management
  • Building a Cash Reserve
  • Employee Benefits
  • Basic Estate Review
  • Merging Households

Includes:

  • Access to budgeting & planning tools

GOLD

Key Focus Areas:

  • Investment planning
  • Retirement planning
  • Education planning
  • Home purchase planning
  • Retirement distribution planning

Includes:

  • Silver Financial Services

PLATINUM

Key Focus Areas:

  • Advanced investment, tax & estate strategies
  • Employee stock options & grants
  • Future inheritance/windfall planning
  • Medicare & Social Security strategies
  • Estate Planning Services

Includes:

  • Gold Financial Services

DIAMOND

Key Focus Areas:

  • Employee benefits
  • Business succession planning
  • Small business retirement plans
  • Entity selection tax planning strategies
  • Key-person strategies

Includes:

  • Platinum Financial Serives