Services: For Women and Couples

Empowering you to take charge of your entire financial picture
With tax-focused financial planning and investment management, we take on the management of your finances so you can focus on your life, your loved ones, and your goals.
Our Financial Planning Package
Financial planning tailored to you! We will focus on the areas that fit your needs. With an initial four-step process and a recurring annual review we will we go in-depth on the following topics that may apply to you:
- Goal Planning
- Budgeting and Expense Tracking
- Debt Analysis and Reduction Strategies
- Portfolio Analysis
- Tax Planning
- Insurance Needs Analysis (Life, disability, long-term care)
- College Funding Analysis/Plan
- Retirement Analysis/Plan
- College Funding
- Estate Planning in coordination with your AttorneyRetirement Income Plan
- Pension maximization strategies
- Required Minimum Distribution Planning
All included as part of our fee-based financial planning package
Starting at just $225/month.
Invesment Managment
Receive investment management advice on risk assessment, asset location, asset allocation, and re-balancing. This package includes a complimentary goals-based plan with a minimum of assets under our management.
- 4 meetings per year
- Call or email us anytime
- Portfolio Analysis
- Asset Allocation Review
- Insurance Needs Analysis (Life, Disability, etc.)
Protection Planning
Providing guidance to be prepared for when you experience some of life’s unhappy moments such as: loss of a job, death or disability of an income earner, the need for additional care for a family member.
Preparing for these moments is an integral part of the planning process. Although not a fun subject to discuss, it is a necessary discussion to be ready for those potential unwanted moments.
College Planning
Start planning for their future today so you are prepared to give them a head start as they enter adulthood. We can help you select the plan that is right for you.