Planning Services

No matter your financial goals, our planning services make your decisions easier so you can enjoy what matters to you most.

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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.

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    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 Scenearios

    Interested in our Planning Works Premium package? Send us your information below, and we’ll follow up with you to schedule a consultation.

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      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

      Interested in our Planning Works for Business package? Send us your information below, and we’ll follow up with you to schedule a consultation.

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        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.

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          Which A’la Cart Services Are You Interested In?