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Setting the Foundation

Setting the foundation is for individuals who are not ready for a comprehensive financial plan. It is a quick overview of your current financial situation which can be completed during a 90 minute planning session. Setting The Foundation is a powerful action plan that is designed to put you on the right track to reaching your goals.

Here’s what you receive with the Setting the Foundation plan:


  • Initial help organizing your relevant financial information

  • 90-minute conversation (phone, video or in person) to answer questions

  • 5-10 page summary and action plan to help you get on track

  • Investment account review and strategies to re-balance your accounts for success

  • Employer Benefits review with guidance on maximizing your benefit plans

  • 30 days of email access after our meeting to answer any questions about the action plan.

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