Financial Planning

Expert and independent financial guidance to make sure you stay on track, even through life’s major transitions, like divorce, retirement, a sudden inheritance, or the death of a loved one.


Comprehensive financial assessment and strategy plan — your personal “roadmap.” Analysis of your current financial condition, goals and objectives, and development and implementation of a personal financial plan appropriate to your individual circumstances, needs and goals. Your planning can be as comprehensive or focused as you need.

Recommended for Individuals Who:

  • need professional evaluation of their overall financial picture without investment advice (individuals needing investment and financial planning guidance should explore our Wealth Management services).
  • are preparing for retirement, or experiencing a major life transition like divorce, a sudden windfall, or the death of a loved one
  • need help defining and reaching their financial goals
  • are managing the financial affairs of themselves or others
  • are unexpectedly handling their finances for the first time
  • are too busy to handle all aspects of their finances
  • want professional assistance without sales pressure
  • are looking for comprehensive advice, pulling together retirement projections and planning, budgeting advice, tax planning, risk management and insurance analysis college funding, and estate planning, gifting and charitable strategies

Available Services:

  • Comprehensive financial assessment and strategy plan — your personal “roadmap”
  • Periodic client meetings to review your objectives and financial condition
  • Tax planning
  • Risk management and insurance analysis
  • Estate planning & gifting and charitable strategies
  • Retirement projections and planning
  • College funding
  • Setting up a savings and investment plan
  • Cash-flow management/family budgeting
  • Debt reduction
  • Preparation of personal balance sheet and cash flow statements
  • Financial planning for the divorced or widowed client

Financial Planning Fee Schedule:

Hourly billing ranging from $100 to $350 per hour, depending on staff seniority, with number of hours determined by scope and complexity of project. Minimum engagement is ten hours or $2,500 retainer.

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

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