Ongoing financial planning

Household CFO

Here to help you get your financial life organized

Help with account selection (ex. Roth vs. Traditional)

Answers to your money questions as they arise

Current investment analysis and recommendations

Income tax review and planning

Identification of blind spots in current plan

Financial goal setting and maps to get there

Employment benefit question & answers

our services

Pricing plans

• Quarterly fees are determined by complexity of the situation and client income levels

• One year commitment required

• First payment due at time of client agreement

Starting at $500

/per quarter

• Quarterly fees are determined by complexity of the situation and client income levels

• One year commitment required

• First payment due at time of client agreement

Starting at $750

/per quarter

• Professional investment management available

• Please see the table below for investment management rates:

(click chart to enlarge)

Let’s Get Going