A financial plan can help you meet your goals while managing risk.  A complete financial plan looks at your entire financial picture — your budget, cash flow, investments and other assets, debt, tax considerations, risk control, insurance, college funding, retirement plan, and estate plan.  After one or more meetings, you receive a customized plan that is understandable and easy to follow. 

We charge $3,500 for a complete financial plan for a couple, $3,000 for an individual.  Subsequent updates are $500. We can also provide consulting on a specific financial issue at an hourly or flat rate. Give us a call to learn more.