BOOK YOUR COMPLIMENTARY DISCOVERY CALL
Are you ready for a total financial planning experience?
We’ve partnered with Rooted Planning Group to offer clients comprehensive financial planning packages to include on-going financial planning advice, investment, and tax planning services. This new and elevated way of working together will help you live a richer life – literally, and figuratively!
We’d love to work with you!
Please review the services below and use the links to schedule your complementary 30-minute Discovery Call with my partners at Rooted Planning Group.
STRENGTHEN PROJECT PLANNING
1-2 MONTH PROCESS • Fee is Based on Project
If you are looking to plan in a specific area this is the perfect solution for you.
Projects may include but are not limited to:
Foundational Planning - $800
We assist you in building a spending plan, a 5 year savings plan, and debt payoff strategy
Newlywed Package - $299
Discussions around combining finances, philosophy on money and debt, debt planning, budgeting, building an emergency fund
Student Loan Analysis - $395 - $795 Based on Complexity
COMPREHENSIVE FINANCIAL PLANNING
5 Month Process • $1,800–$7,000 Based On Complexity
This package will allow us to nourish your financial life by assessing and taking action towards the following areas:
Cash Flow & Debt Management
Employee Benefits Optimization
Tax Planning Strategies
DEEPEN - PLANNING + ASSET MANAGEMENT + TAX PREPARATION
6 Month Process + Ongoing Investment Management + Tax Preparation • $3,000 - $20,000 Based on Complexity
You will receive a NOURISH COMPREHENSIVE PLAN with ongoing recurring services including investment management and tax preparation.