Financial Planning


Planning Clients are ready to clarify, simplify, and organize their financial life. They see the value in partnering with experienced Advisors to take a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals. Planner Clients want to address their questions, reduce financial worries, and decrease complexity so that they can focus on what matters most in life. Planner Clients partner with us on an ongoing basis to stay informed, access expertise, and make adjustments as changes in finances, laws, and life occur.


Planning Clients design and implement an integrated financial plan covering selected aspects of their financial life, which can include:

  • Building, protecting and distributing wealth
  • Portfolio construction Asset allocation
  • Asset allocation
  • Estate planning
  • Life insurance
  • College funding
  • Retirement planning

Planning Clients partner with us, initially and over time, to manage and maintain their financial plan through ongoing communication and collaboration that reflects changes in their life, planning strategies, the laws and the investment markets.


The Financial Review is a one-time fee that covers a customized review of your financial situation, goals, and needs, and provides specific recommendations. Fees range from $1,800 - $5,000 depending on situation and complexity. Annual Planner engagements provide ongoing review, advice and management of financial strategies.

Complimentary Review