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.
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.