Your Custom Financial Roadmap May Include:

• Retirement & Independence Planning
  Project your likelihood of achieving long-term goals and outline strategies to get you there.

• Investment & Asset Allocation
  Develop a tailored investment strategy that reflects your goals, time horizon, and risk tolerance.

• Cash Flow & Debt Strategy
  Review income and expenses to optimize savings and create a sustainable plan for reducing debt.

• Tax Planning Opportunities
  Identify strategies to minimize your current and future tax burden within the broader context of your plan.

• Education Funding
  Create a roadmap for meeting college or other educational funding goals with clarity and foresight.

• Insurance & Risk Management
  Assess your exposure to major risks and ensure appropriate coverage for life, disability, and property.

• Estate Planning Review
  Review your estate plan to ensure it aligns with your wishes, in coordination with your legal advisors.

The Design Process

Our planning process is collaborative and structured to deliver clarity, confidence, and actionable next steps—typically over four meetings within a three-month period.

• Meeting 1 – Discovery & Goal Setting
  We begin with a deep dive into your financial life: clarifying your goals, understanding your values, and gathering the inputs needed to build your plan.

• Meeting 2 – Plan Presentation & Discussion
  We present your complete roadmap and walk through our recommendations in plain language—making sure you fully understand the strategy behind each piece.

• Meeting 3 – Implementation Support
  A plan is only as valuable as its execution. We help you take concrete first steps, from opening accounts to setting up systems that support your goals.

• Meeting 4 – Follow-Up & Adjustments
  Three to six months later, we reconnect to review your progress, answer new questions, and refine your plan as needed.

Project-Based Fee

Our fee for a comprehensive Design engagement ranges from $2,500 to $5,000, depending on the complexity of your situation. The final fee will be clearly defined and agreed upon before we begin.