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Making things up as you go can be a lot of fun in the right circumstances, but when it comes to money, you need a plan. Retirement is too expensive and money mistakes are too costly for you to neglect the future, especially if you have loved ones and family members who depend on you for food, housing, medical care, or tuition.

Our financial planning process will take into account your current income and savings, your debt, your financial liabilities and responsibilities, and ultimately your financial goals for the next 5, 10, 20, even 50 years. Then we start putting together a roadmap of real, practical and simple steps that can help make your plan, your goals, and your dreams a reality.

Because we didn’t want a “one size fits all” approach, or to bill you by the hour so that you’re worried about the clock always running, we have three service levels to choose from. All of our clients start with one of these three financial planning packages. At your initial consultation we will work together to determine which is the best for you, depending on what your desired outcome is and how we feel we can help.

Our Financial Planning services do not include investment management. We can help you create your financial plan, even if we don’t manage your investments. But, if you’d like for us to do that for you, we’re glad to help. One we complete your investment plan, we’ll share with you the costs involved with Shanna managing your investments. It’s up to you how we move forward. Regardless, you’ll walk away with a plan and structure that will help propel you towards your financial goals!

  Investment Strategy Foundation Planning Complex Solutions
Initial Fee $1,000 $2,500 $5,000
Annual Renewal Fee $500 $1,000 $2,500
Plan Update Frequency Annually Annually As Needed
Review frequency Annually Semi-annually As Needed
Contact frequency Annually Quarterly As Needed

Portfolio Review, evaluation and asset allocation

Retirement account investment analysis and allocation

All Investment Strategy services and:

  • Cash flow analysis
  • Retirement Planning
  • Educational Funding Planning
  • Risk Management Analysis
  • Estate Analysis and Planning*

Investment Strategy and/or Foundation Planning services if necessary. Additional services as needed:

  • Budgeting*
  • Divorce Planning*
  • Planning for special needs family member*
  • Tax planning/projections*
  • Business succession planning/ protection*