Financial Consulting

Planning is only as good as its execution. One thing that makes us unique is that our wealth management process is highly consultative in nature. Once your plan is in place, we'll set up regular progress meetings to ensure all the pieces of your plan continue to work optimally, moving you closer to your goals. At each meeting, you'll receive an easy-to-read Action Plan - a checklist of tasks we'll need to complete to ensure you remain on track to achieving all that is important to you. 

If you are not plugged in to our ongoing wealth management process, we also offer financial consulting on an as-needed basis (billed at our prevailing hourly rate). Examples might include:

  • Creating a basic retirement income plan to determine if/when it would be feasible to retire.
  • Rolling over your old 401(k) or an investment account with high fees to a low-cost, well-diversified investment with no commissions or sales charges
  • Analyzing a life, disability, or long-term care insurance policy.
  • Evaluating and interpreting your employee benefits package. 
  • Determining the best way to pay off debts, such as high-interest credit cards. 
  • Making a decision about when to take Social Security. 
  • Preparing a budget or statement of net worth.