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Option 2: Annual Retainer

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.
  • Money Motivation

    Present Financial Progress

    Future Financial Targets

    Cross the Divide

    Financial Adaptations

    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.
  • 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.