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Financial Planning & Coaching

All our clients have a financial plan.  Our financial planning and coaching provides the strategy and support you need to tackle any financial challenge life brings. The process will help define your objectives and put measurable goals in place while coaching you to stay on track.  Whether you want to buy a new home, fund your child's college education, plan a dream vacation or secure your retirement, we will help you get there.  For new clients, we start with a complimentary 30 minute get to know each other call. We'll learn about each other, discuss your financial situation, goals and objectives, and the ways we can work together.

Financial planning is about much more than just investing.  It's a dynamic process requiring commitment and dedication.  

Why should “I” do a financial plan?

Define long term goals

Reduce stress and live a more productive life

Build a strategy and create action steps

Take control of your own financial wellness

Build confidence

    What will a financial coach do?

    Be on call to guide through financial decisions

    Keep you accountable

    Help create and learn good financial habits

    Develop actionable steps to meet your goals

    Create a roadmap to implement your strategy

    Speed Planning/Financial Review - $500

    A great option for those who want a quick review or are just starting to think about their financial goals. This service includes up to 3 hours of time (in-person meetings if possible, calls or video conferences) where we can cover a variety of topics to address your most pressing financial concerns.  

    Examples of topics to discuss include:

    • Net worth statement
    • Student loan repayment strategies
    • Enrollment and asset allocation for your 401k/403b
    • Personal budgeting
    • Savings
    • Improving and/or managing your credit score
    • Employer benefits
    • Life Insurance Analysis
    • Basic Estate Planning (Do I need a will?)

    Ongoing Financial Planning with Coaching - $200/mo (minimum 12 month engagement).

    For those ready for a more comprehensive plan with monthly support to meet their short and long term financial goals.  We help define your goals then create a concrete plan with a strategy to get there.  

    This process includes:

    • 90 minute initial discovery meeting (video conference or in person)
    • Comprehensive examination of your full current financial picture
    • Identify & prioritize your financial goals/objectives as well as challenges
    • Creation of plan and strategy to meet your goals
    • Unlimited email support
    • Once plan is established and strategy is create we will hold monthly meeting/phone call to assess progress and keep on track.  

    One-Time Financai Plan - starts at $2,500

    Designed for clients with complex financial situations who require an in-depth  customized solution to meet their needs.