Digital
- Annual Meeting (virtual or in person)
- 1 Client check-in (phone or virtual)
- 1-2 Business Days Turnaround time
- Accountability Partner
- Fiduciary
- Access to professional financial advice
- Account aggregation
- Budgeting Tools Financial education communication
- Monthly market updates and insights
- Investment Review
- Retirement Planning
- Beneficiary Review
- Social Security and Medicare Analysis
- Goals and Values Review
- Behavioral Financial Coaching
- Goal Monitoring
- Investment allocation advice
- Portfolio reviews
- Financial goal plan check-ups
- Roth Conversion Review
Advanced
Everything from Digital plus:
- Semi-Annual Meeting (virtual or in person)
- 2 Client check-in (phone or virtual)
- 1 Business Day Turnaround time
- Social Security and Medicare Analysis
- Goals and Values Review
- Behavioral Financial Coaching
- Goal Monitoring
- Detailed reporting and progress tracking
- Retirement and life transition planning
- Multiple goal planning
- Education planning
- Year-end tax planning
- Personal Insurance Planning
- Basic estate planning
Coordinated
Everything from Advanced plus:
- Family Wealth Planning
- Charitable planning techniques
- Full collaboration with 3rd party professionals, Leonard Whitman, Michael Gutwetter, Dory Salem
Our Philosophy
What We Do
Personalized Planning and Client Services. We will Help You Achieve Your Financial Dreams.
Our Plan Offers:
- Financial Planning
- Investment Management
- Estate Planning
- Insurance
- Charitable Planning Techniques
- Retirement Planning
- Educational Planning
- Home Buying Essentials
How We Work
We Build Relationships.
We Develop a Financial Plan that best serves your interests, goals and dreams.
For more of the services we provide, please take time to review our Financial Planning and Consulting Agreement( the words above will be a link to the agreement).
How To Get Started
Let’s Create Tomorrow.
Book a Complimentary Briefing Today, to discuss your financial dreams and see if we are the right fit.
We look forward to realizing your financial dreams.
Client Onboarding Process
A Year In The Life Of Our Clients
Annual Financial Planning Service Calendar
