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Are you looking for a comprehensive financial plan to coordinate and help make the most of your retirement resources?


What we offer

We work with you to create a financial plan that will include detailed recommendations on how best to use your resources to meet your life and retirement goals. Your plan will cohesively address all of your life's financial areas such as income and expenses, investments, taxes, housing, insurance, charitable giving, wealth transfer and estate planning

What you get

Your final delivered plan will include:

  • A detailed list of your retirement and financial goals
  • The main assumptions used in your plan
  • A summary of your net worth
  • A summary of your total assets
  • An overview of your current investment allocations
  • Income & expense projections throughout all of your retirement
  • The probability of retirement plan success (aka Monte Carlo simulation)
  • A detailed list of recommendations to best achieve your goals

To see an example of what your plan will look like, check out our Sample Financial Plan

Prior to the creation of your final plan, we'll have a call or meeting with you to do an interactive screen share of eMoney, our financial planning software. eMoney truly brings the financial planning process to life by showing the potential impacts of different scenarios or "what ifs." The software allows for the toggling on or off of a wide array of adjustments, and then shows the projected outcomes in easy-to-understand graphics


What's addressed in your financial plan

The content of your financial plan will be specific to you. Depending what stage of retirement planning you're in, your questions, concerns and goals may include:

Pre-Retirement (1-10 years before retirement)

Beginning Retirement (0-1 year before retirement)

Living in Retirement


What's the process

There are four steps in creating your financial plan:

Step 1

Have an introductory call

Step 2

Get to know you and gather information

Step 3

Create your plan

Step 4

Present and discuss your plan

What it costs


For a coupleTypically $3,000*
For an individualTypically $2,400*


Next step

Schedule a free introductory call to further explore how we can help you create your retirement financial plan:

click here to schedule a call

* The fee may be higher if you are a business owner, have a highly structured legal estate, own private or illiquid investments or otherwise have a lot of complexity in your financial life. We will quote you the final fee after having an introductory call