top of page

Comprehensive Life Plans designed for you.

Comprehensive Life Plans designed for you.

Retirement planning goes beyond just investing money.

It's about discovering and shaping the next chapter of your life.

Our Meeting Process:
Meaningful Conversations

Engage Meeting

Explore Meeting

First, set up a 15-minute "Quick Call". This call aims to learn a little about you and the questions you’re hoping to address. If it sounds like we can help you, we will schedule a complimentary "Getting Acquainted" meeting to learn more. 

​​

​​

      

Envision Meeting

Enlighten Meeting

Empower Meeting
 

Our Proprietary Planning Process:

Our exclusive "Life Plan 360" framework, incorporating our Meaningful Conversations process, is crafted with your well-being in mind. It enables us to create a personalized life plan for each client, taking into account their individual circumstances, challenges, and current life stage. With this approach, we aim to provide you with a deeper understanding of your finances, better preparation for life's uncertainties, and a trusted partner to support you every step of the way.

Choose your life stage:

"Accumulation"
Life Plan 360

This life plan is tailored for those who are ten or more years away from retirement and focused on tax-smart accumulation strategies.

​

This life plan specializes in:

  • Tax-Smart Asset Location Planning

  • Cashflow Optimization

  • Goal Planning

  • Proactive Tax Planning

  • Employee Benefit Optimization

  • Asset Protection Planning

  • Financial Coaching

  • Inheritance Income Planning

​​

This life plan is most effective for individuals with assets of approximately $100,000 outside of your workplace plan.

"Retirement"
Life Plan 360

This life plan is tailored for those within ten years of retirement or already retired and is focused on tax-smart distribution strategies.

​​

This life plan specializes in:

  • Tax-Smart Distribution Planning

  • Cashflow Optimization 

  • Proactive Tax Planning

  • Social Security Optimization

  • Philanthropic Planning

  • Asset Protection Planning

  • Legacy and Estate Planning

  • Planning the Journey into Elderhood

​​

This life plan is most effective for individuals with assets of approximately $750,000 outside of your workplace plan.

Select your preferred service model:

Life Plan 360

This service is a one-time comprehensive financial life plan.

Pricing: $6,500​

​

 

1/2 is paid upfront, then the remaining is due at the time of delivery.

Life Plan 360 PLUS

This service includes ongoing comprehensive financial life planning and investment management.

Image

(Blended Fee Schedule)

bottom of page