Financial Planning

Key areas towards Financial Freedom


Financial planning is the process we use to help our clients clarify their priorities and put our expertise to work in their lives.  With a clear, living financial plan, client's know where they stand and where they're going. 

In cooperation with our Advanced Planning Team and CPA's, our Wealth Manager's design a plan for your current situation.  Our team will walk client's through the emotional and financial impact of life transitions and asset transfers such as:

Work Life, Financial Life, Family Life and Generational Transitions. 

The following areas may be included if deemed applicable:

Our standard plan fee for most financial plans will range from $1,250 - $10,000. Certain plan fees may be greater than this due to the complexity of the respective financial situation.  Our hourly advice fee is $250 per hour.