Financial Planning

We educate business owners who want to accelerate their progress in saving for retirement. Our unique tracking method measures your progress over time and compares your progress with an anonymous peer group. This enables us to chart your course toward maximum wealth potential.

Our financial planning service is designed to be used as either a snapshot in time for business owners seeking a second opinion or as a prerequisite for ongoing investment advice. This service includes the following components as part of our holistic offering.

We currently charge a fixed fee for our financial planning services. This fee is based on your family size in an attempt to capture the complexity of your financial situation. The fee may be paid up front - or as monthly installments over the engagement length. The first monthly installment or the full fee must be paid at the time of signing our financial planning agreement. We currently accept charge, check, and cash forms of payment. An hourly fee is also available for short term projects at the rate of $250 per hour.

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