Planning Packages for Individuals and Families
Peace of Mind
Let's get your financial house in order and make a plan to use your resources to meet your goals in a way that reflects your values. In this engagement we will look deeply at you cashflow, debt (including those pesky student loans), savings, and overall financial health and build a plan that puts you in control of you money.
$1,800 (usually billed $150/month over 12 months)
- Values, Goals, and Priorities
- Financial Health Analysis
- Debt Strategies
- Cashflow Planning
Holistic and Healthy
The problem with personal finances is that what we don't know can cost us down the road. Our Holistic and Healthy engagement is designed to ensure your entire financial life is organized and protected -- we will fix problems you didn't even know you had!
$1,800 (usually billed $150/month over 12 months)
- Values, Goals, and Priorities
- Financial Health Analysis
- Debt Strategies
- Cashflow Planning
- Insurance Analysis
- Maximizing Employee Benefits
- Retirement Savings
- Investments
- Estate Planning and Charitable Giving
Other Services for Individuals and Families
Hourly Planning
We know not everyone's financial questions or situation can fit neatly into one of our packages. We're happy to tailor our services to meet your needs.
$110/hour
- Services designed on a contract-by-contract basis
Financial Coaching
Sometimes the problem isn’t knowing what to do. It goes a little deeper. Through financial coaching we can work with you to build new habits and avoid old pitfalls that are keeping you from building the life you imagine.
$110/hour
- Changing Behaviors and Habits
For Employers
Employee Financial Wellness
Provide your employees with additional support as they navigate their employee benefits or overcome financial issues that are distracting them at work. We offer workshops and on-site one-on-one employee consultations to help your employees.
$110/hour
- Services designed on a contract-by-contract basis