Planning Services
No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most.
Planning Works
Planning Works provides complete financial and ongoing planning services for most households. This program is best for growing families & individuals focused on establishing or building a solid foundation for their financial future.
Retainer:
- First Year: $5,500–7,500
- Ongoing: $4,500
Financial Planning Areas Covered:
- Financial Snapshot
- Goals based Planning
- Education Planning
- Financial Risk management
- Retirement Planning
- Basic Estate Planning
Interested in our Planning Works package? Send us your information below, and we’ll follow up with you to schedule a consultation.
Planning Works Premium
Planning Works Premium integrates comprehensive financial planning with advanced strategies to address complex issues that Blended Families, Self-Employed Individuals, and service professionals in certain industries may have.
Retainer:
- First Year: $7,500–12,500 Based on Complexity
- Ongoing: $5,500–7,000 Based on Complexity
Financial Planning Areas Covered:
- Cash Flow Planning
- Tax Optimization
- Alternative Investment Strategies
- Advanced Estate/Trust Planning
- Self-Employed Strategies
- Complex Scenarios
Interested in our Planning Works Premium package? Send us your information below, and we’ll follow up with you to schedule a consultation.
Planning Works for Business
Planning Works for Business focuses on entrepreneurs, executives, and growing small business owners to develop solutions to get the most value out of their business.
Retainer:
- Project Based
- Ongoing: Varies
Financial Planning Areas Covered:
- Exit & Succession Strategies
- Business Valuation
- Deferred Compensation Strategies
- Employee Benefit Solutions
- Corporate Retirement Programs
- Corporate Investment Planning
We Also Offer Investment Management Solutions
A’la Cart Services
Individualized planning solutions based on Individual needs.
Interested in our A’la Cart Services? Send us your information below, and we’ll follow up with you to schedule a consultation.