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: $550 per month *Based on Complexity

SCHEDULE A CALL

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