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SERVICES: Accountable Financial & Life PLanning

It only counts if you actually make changes


Accountable Financial and Life Planning

Working together is the best way to ensure that you not only get smart, customized advice but follow through with making necessary changes to reach your life goals. I create a living financial plan with organized tasks, recommendations and educational information to guide you on the path to success. Together we create the future you desire.

Maintenance Professional Wealth Management

$195 / month

(must start on Standard)

$395 / month

+$750 on-boarding

$2,400 / quarter 

Regular Meetings1x year3x year (+ Kick-Off)3x year (+ Kick-Off)
Email and Phone SupportLimitedUnlimitedUnlimited
Accountability Partner
Task List + Financial Plan PortalYearly UpdatesMonthly UpdatesMonthly Updates
Financial Planning Topics
- Cash Flow, Budgeting and Savings
- Life Planning and Goal Setting
- Insurance
- Estate Planning
- Education & College Planning
- Tax Planning Strategies
- Retirement Planning 
Annual ReviewInitial Setup + Monthly Updates Initial Setup + Monthly Updates 
Initial Asset Allocation DesignYesYesYes
Investment Selection
Rebalancing RecommendationsAnnuallyAnnuallyMonthly Monitoring
Portfolio Management + Investment Trading