Financial Planning Services

Financial Planning Services Offered:


Retirement Planning – we help you skillfully plan your future to make sure your financial resources align with your desired lifestyle while saving taxes. This includes careful consideration of when to start taking social security, deciphering the many options of Medicare for what will best suit you, and optimizing cash flows in retirement. How you take distributions can save (or cost) you thousands of dollars in retirement!

Investment Management – we assist in maximizing your assets while minimizing your risk using smart investing strategies and your perfect asset allocation. Use your sustainable investment portfolio to vote with your dollars on what matters to you.

Making Money More Meaningful – let’s discover the meaning money has for you, overcome limiting beliefs surrounding money, and find the fun in spending, saving, and strategizing with your money.

Tax Planning Strategies – it takes planning ahead to choose your tax bracket! Tax planning helps you get a big picture understanding of how to keep more dollars in your pocket by being smart with retirement contributions and withdrawals alongside other tactics.

Estate & Trust Planning – estate strategies can secure your financial resources, reduce uncertainty, and prepare future generations for success. We will help you keep your estate appropriate through tax law changes.

Other – we also assist with charitable giving, business support & planning, budgeting, and saving techniques, insurance assessment, career changes, employee benefit support, college education planning, debt payoff techniques and more.


icons8 spa flower 50

Financial Services

We offer different financial service options

If you are looking for a professional who has the tools to increase your wealth you are in the right place. Money can be helpful, but it can also be complex and overwhelming. We want to help you find the happiness and empowerment money can bring.

When you are ready to work towards financial empowerment and are ready to save you thousands of dollars by being smart with your money. Together we can do great work. Our job, and pleasure, is to provide financial planning ideas that fit into your financial situation to save you hundreds and thousands of dollars over your lifetime. We do this through planning distributions, tax savings, and other methods.

Vanguard has proven financial advisors improve their clients returns by over 3% annually! If that sounds like something you would like, take a look below for a few of the ways we work with clients:

Empower 2-Hour

Financial Vision

Ongoing Planning

Value and Goal Discovery

Included in Meeting

Meeting #1

Meeting #1



Virtual or In-person

In-person (virtual optional).


One Meeting

Between 3-6

Four initial planning meetings and quarterly ongoing touches.

Topics Covered

Single topic.

All topics you aim to get aligned with your ideal financial vision.

Retirement, cash flows, investments, tax planning, estate planning, insurance and more.

What You Might Be Looking For:

The "thing" just happened and you would like guidance with changes, tax savings, or getting your money invested.

You are ready to level-up your current financial situation. You want to review your finances, make a strategy for retirement, and make smart decisions with your money.

You are ready for ongoing financial support. You want to have someone to strategize with as you make decisions. You want to have someone to call when the unexpected happens.

What You Get

Two hours together to strategize the best steps for moving forward from where you are today.

An anlysis of your current situation and a Financial Plan (road map) to align your financial life with your financial vision. 

A Financial Plan (road map) and real time advice for life changes as they happen with investment management.



$2,500 - $8,000

% of Assets or $350 - $1,000 monthly.

It all starts with a conversation. Click the ‘Contact Us’ button below to find a time to talk or just call or text us at (808) 378-7808 today.