Our ongoing approach allows us to plan for the things you want to do while helping protect you from life’s surprises. We work with tech savvy-ish 30- and 40-somethings who live busy lives. Here are just a few of the things we experience with our clients in this phase of life:
• Buying homes
• Having babies
• Turning hobbies into businesses
• Evaluating job offers and growing careers
• Taking time off
• Saving and investing for short- and long-term goals
$1250 ONE-TIME ONBOARDING FEE
$135/MONTH ONGOING FEE
Additional fees subject complexity.
$1875 ONE-TIME ONBOARDING FEE
$165/MONTH ONGOING FEE
Additional fees subject to complexity.
Many of these life experiences are evaluated with the context of financial planning topics including cash flow, savings and debt, investments, taxes, and insurance.
New to financial planning? Not quite sure what you’re in for? Give RightCapital, our primary financial planning program, a test run. We use RightCapital to actively engage clients and work more closely with them in reaching their goals. Check it out here, and we will follow up with you!