Our annual retainer is best suited for individuals who want comprehensive, ongoing financial planning with unlimited support.
what you can expect from us
- Seven online meetings - one every other month - designed to help you to live the best life possible with the money you have.
Present Financial Progress
Future Financial Targets
Cross the Divide
Tax Savings Solutions
Tax Filing Review
- Anytime access (via email, phone and meetings) to help you make important life decisions.
- Detailed recommendations with action items to ensure steady progress to positive outcomes. Click here to see a sample.
- Lifetime access to our personal financial management software. Click here to see it in action.
- Lifetime access to our project management software to easily track and monitor goal progress. Click here to see a sample.
- Comprehensive financial plan. Click here to see a sample.
- Annual federal and state income tax return preparation and filing. (excludes corporations and partnerships.)
- Financial Review and Revise meeting to review and highlight your yearly progress.
What I expect from you
- This process is a collaboration. So, I expect you to provide information and share your thoughts in a timely manner, and to reach out to me when life happens.
- We work virtually, so we conduct all meetings online or on the phone.