Financial Planning

READY TO TRANSFORM YOUR FINANCIAL LIFE? 

I’ve partnered with Rooted Planning Group to offer services to help you with all your financial, investment and tax planning needs.  

COMPREHENSIVE
FINANCIAL PLANNING

 

Average Fee: $500 per month *Based on Complexity

Ready for a comprehensive, deep-dive into your financial life? Then this long-term relationship with ongoing recurring services covering financial, investment and tax planning is for you. Dive deep into the following areas during monthly meetings:

  • Cash Flow & Debt Management

  • Investment planning

  • College Savings

  • Employee Benefits Optimization

  • Estate Planning

  • Financial Goals

  • Retirement Planning

  • Tax Planning Strategies