ONE-TIME FINANCIAL PLAN

Gather data, establish goals, create a full financial plan.

Fee: Starts at $2,000

BUDGET

CASH FLOW &

DEBT MANAGEMENT

Create a budget,

review cash flow,

& manage debt.

Fee: Billed hourly @ $200/hour

WORK BENEFITS

ANALYSIS

Review benefits to ensure you have optimized properly.

Fee: Billed hourly @ $200/hour

EDUCATION PLANNING

Review options to educate yourself, your kids, your grandkids, etc.

Fee: Billed hourly @ $200/hour