Comprehensive, fee-based financial planning
In a fee-based financial planning relationship, we’ll work with you to create a plan specifically tailored to your unique situation, touching on all facets of your financial world. You are provided with a written, comprehensive plan, complete with customized recommendations and in-depth, thorough analysis. You’ll also have optional access to a client portal, which links all of your assets and liabilities in real-time, regardless of where they are. This allows you to see your entire financial picture in one place whenever you need to.
Disclosure: Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.