Comprehensive Financial Planning

This is the service model I strongly encourage most people to pursue because it’s the one where we can really work together to create the life you want.

The first three months are spent working together to define your goals, understand your current situation, and create a plan to get you from where you are now to where you want to me. That plan will serve as our road map.

From that point forward, I’ll serve as a resource for you to ask questions, bounce ideas of off, and get guidance as you actually go through the process of implementing the plan. You’re still the one who has to take the steps and make things happen, but I’ll be 100% available to you to help along the way.

This type of relationship has three key benefits:

1. You’re never alone. A plan is great, but there are always questions and complications that come up when you actually start to implement it. With this model, you’ll always have me available as a trusted resource when you hit those bumps in the road.

2. You’re held accountable. Let’s face it. No matter how motivated we are, we all struggle to get things done from time to time when we’re only accountable to ourselves. I’m just as guilty of it as anyone. But with this model I’ll be checking in on a regular basis to see how things are going and to help with anything giving you trouble, so you’ll have extra incentive to actually put your plan into action.

3. I’m available when life changes. A financial plan is not a static thing. Your life will change, your goals will change, and your plan will need to change along with it. If we’ve kept up the relationship all along, I’ll be more familiar with what you’re already doing and why you’re doing it. That familiarity will make it easier and faster to make those changes and will keep them more tightly aligned with your long-term goals.

What does it cost?

My comprehensive financial planning services are charged as a monthly fee, which are outlined below:


The service is cancelable at any time for any reason with a refund being paid based on the number of days left in the month of cancellation. So if you decide to cancel halfway through the month, you’ll get half of your month fee refunded.

Let’s talk it over

If you’re interested in learning a little more about these services, and possibly becoming a client, click the button below to schedule your free 30-minute “get to know each other” call.

We can talk about what you’re looking for, I can answer any questions you might have, and hopefully by the end of the call we’ll have a better idea whether the relationship will work. If not, no worries! There are no obligations. Only an opportunity to learn a little more.

So what do you say? Are you ready to start making a better financial future for you and your family? What do you have to lose?

Schedule your free
“get to know each other” call now
Click to Schedule an Appointment