À La Carte Sessions
If you're not ready to engage in ongoing services, but need pointed in the right direction on a particular topic, an à la carte service may be a good starting point. With this limited scope engagement, you will gain important foundational knowledge to help improve your financial outlook and well being in a short amount of time. You will receive a questionnaire, action items and a follow up email around the topic. 
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30 Minute Call + Analysis

Available Topics:

Managing joint finances

Financial mindfulness concepts

Setting priorities and exploring options

Employee benefits review

Quick review - identify gaps and opportunities

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Research + Email

Available Topics:

Company sponsored retirement account investment recommendations

Incorporating SRI funds/ETFS into your portfolio

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Other Requests

Additional topics are available on request. Please note that we can discuss tax planning and estate planning concepts but you will need to work with an attorney or CPA to implement any legal or tax related items.

Independent

Free to find the best solutions

Fee Only

No commissions

or product sales

 

Fiduciary

Your best interests come first

 

Impactful

Make a difference

with your dollars

 

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