Advice Only Plan Process

Our Advice-Only Financial Planning Process is a comprehensive review of your financial situation and our recommendations are only as good as the information provided. In these Strategy Sessions, we’ll meet 3 times over 3 months to prepare a Plan, Implement, and Follow Up on the progress of the financial goals.

After our initial meeting, we will prepare a Financial Action Plan with specific steps to focus on and then present those recommendations to you to implement. Our last follow-up meeting will review everything that was implemented. Our Planning Documents Checklist is a free guide for getting started (download our Financial Action Item Bundle for access). Based on the preferred financial engagement, we may only need a few documents.

One-Time Planning Fee is Based on Complexity Ranging from $2,500 to $6,500.

Serve First Mentality

  • Our recommendations are prepared by advisors that want the best solutions available that will move your personal finances forward
  • Our recommendations will be in your best interest, not ours with or without using our additional Core 3 Solutions
  • Our Core 3 Solutions were Designed to simplify our clients’ lives when it comes to making large financial decisions.
  • Clients can avoid the extra hassle of having to find, research, meet and interview with many different financial professionals such as an Insurance Agent, Investment Advisor, and Real Estate Agents.
  • A financial firm that understands all of your financial needs and journey can bring together all of the financial pieces of your life to save you time, money, and keep you focused on the things that matter most.
  • Our recommendations are prepared by advisors that want the best solutions available that will move your personal finances forward
  • Our recommendations will be in your best interest, not ours with or without using our additional Core 3 Solutions
  • Our Core 3 Solutions were Designed to simplify our clients’ lives when it comes to making large financial decisions.
  • Clients can avoid the extra hassle of having to find, research, meet and interview with many different financial professionals such as an Insurance Agent, Investment Advisor, and Real Estate Agents.
  • A financial firm that understands all of your financial needs and journey can bring together all of the financial pieces of your life to save you time, money, and keep you focused on the things that matter most.