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.

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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

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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.