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The Big Picture

This comprehensive plan covers all aspects of wealth management and shows you the best way to meet your objectives. We will draft a detailed solution to any of your financial shortfalls and provide positive alternatives to protect against unforeseen financial circumstances.


We analyze your cash resources down to the penny and provide you with a strategic roadmap to reach your goals. The ideal candidates for this service are household incomes of $80,000 - $350,000 who want help organizing their cash flow and designing a personalized wealth building strategy.

This program includes:

  • Initial development of a financial strategy (2 to 3 meetings)

  • Plan implementation support and adjustments as necessary

  • 4 meetings throughout the yearly retainer plus ongoing accountability and monitoring of your strategy

  • Full access to a financial planner between meetings as things change and questions arise


What does this program cover?


Cash flow Planning

  • Does your cash support your lifestyle? How can we adjust?

  • Are you spending wisely?

  • What is the standard amount of savings for emergencies?


Goal Creation

  • Are your goals in line with your activity and results so far?

  • What are your short-term, mid-term, and long term goals?

  • Are you on track to achieve them?


Employee Benefits

  • Are you optimizing your benefit packages at work?

  • Should you use a health savings account?

  • Is my retirement plan being funded correctly?

  • Would deferred compensation benefits me and my family?



  • Do you need life and/or disability insurance?

  • Does an umbrella policy make sense for you?



  • What does retirement mean to you?

  • How much money do you need to retire?



  • Are your investments performing adequately?

  • Is my asset allocation formed correctly?

  • Is your strategy aligned with your goals?

  • Are you taking on too much risk? Not enough?


Debt Management

  • How do you prioritize which debt to pay down first?

  • Should you be paying more or saving/investing?



  • Should you buy or continue to rent?

  • How do you determine your down payment?

  • When should you refinance your mortgage?


Education Planning

  • How much should you be saving for college?

  • Is a 529 Plan right for your situation?


Estate Planning

  • Are you protected should something happen?

  • What documents do you need in place now?


Tax Planning

  • Are you taking advantage of all tax savings opportunities?

  • Does tax deferral make sense for you?

  • What is my potential liability based on upcoming activities?

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