BOOK YOUR COMPLIMENTARY DISCOVERY CALL

Are you ready for a total financial planning experience? 

 

I’ve partnered with Rooted Planning Group to offer clients comprehensive financial planning packages to include ongoing financial planning advice, investment, and tax planning services. 

 

Please review the services below and use the links to schedule your complementary 30-minute Discovery Call with my partners at Rooted Planning Group!

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NOURISH -
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
Investment planning
College Savings
Employee Benefits Optimization
Estate Planning
Financial Goals
Retirement Planning
Tax Planning Strategies

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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.