What We Do
We partner with you to optimize your resources, mitigate your risks, and help you sleep better at night knowing your finances are on track.
Financial Life Planning begins with the end in mind — we start with an exploration of your vision for your ideal life, then we work collaboratively to develop a comprehensive financial plan and investment strategy to help you achieve that vision.
Our Process
Explore Your Possibilities
Together, we’ll explore your values, your dreams, and your life to learn what matters most to you.
✓ We’ll explore your goals and develop a vision of your ideal life.
✓ We’ll work through any obstacles to achieving your vision.
✓ We’ll launch your personal finance website so you can start seeing your financial life all on one page.
Chart Your Path
Next we’ll develop a strategy to achieve your goals
✓ Your plan will incorporate all aspects of your financial life, including investment and cash flow management, and retirement and education savings.
✓ We’ll integrate and optimize your military and VA benefits with your civilian employee benefits.
✓ Once we’ve established the foundation of your plan, we’ll dive into tax planning, insurance planning, long life planning, and estate planning.
Navigate Your Journey
We’ll partner with you to work through the action steps to optimize your resources, mitigate your risks, and help you sleep better at night knowing your finances are on track.
✓ We’ll monitor your progress and check in frequently to provide course corrections.
✓ Along the way, we’re always here if you need us - no question is too small.
Our Fees
Our fees are based on the complexity of your specific planning needs and will be established in writing at the beginning of our engagement. Comprehensive financial life planning fees include an initial engagement fee plus an annual retainer.
Our initial engagement fee starts at $1,500 for individuals, $1800 for couples and covers the first three months of planning.
Our annual retainer starts at $2,400 per year, paid either monthly or quarterly.
Want to learn more about our process? See our Comprehensive Financial Life Planning Process.
Core Values
Trading in my uniform hasn’t changed my core values. I believe honesty and integrity are essential in all facets of life and I keep service to others at the forefront of my business.
Fee Only
I don’t earn commissions or sell financial products, so there is never a conflict of interest
Fiduciary Duty
Your best interest comes first – always
Personalized Service
Your time is a precious commodity, we meet virtually on your schedule
Interested in working together?
Let us help you unravel the complexity of your transition from your military life to your civilian life.
Contact
Need a little more information?
We’d love to hear from you.
Email us using the form to your right or schedule a free call.