It all Starts With Your Free Assessment
A 3-step process to help you evaluate our services and make an informed decision about working together.
Step 1: Introductory Call
This 30-minute phone call will give us both a chance to make sure your situation matches our expertise.
Step 2: Vision Meeting
This 1-hour Zoom meeting is focused around understanding your unique vision of an ideal life.
Step 3: Review Assessment
During this 1-hour Zoom meeting we will discuss our ideas and suggestions.
Dreams to Action™ PLAN
Dreams to Action™ is the phrase we use to describe our financial planning process that incorporates your personal values, vision, financial resources, goals, and objectives. This process is typically delivered over a 60-90 day period.
We guide you through a series of focused financial planning sessions utilizing interactive online software while providing personalized advice and recommendations along the way. We foster engaging discussions about your options with follow-up emails and written action steps.
Meeting 1
Get Organized + Cash Flow Planning
Meeting 2
Insurance Planning
Meeting 3
Estate Planning
Meeting 4
Tax + Retirement Planning
Meeting 5
Investment Planning
Pricing starts at $3,600.*
*Pricing factors in scope & complexity of your situation and a quote will be provided before you pay us a cent.
It’s not just retirement, it’s the rest of your life! - Benjamin Hooper, CFP®, CIMA®, RICP®
Dreams to Action™ PLUS
With Dreams to Action™ PLUS, we’re available to provide advice on anything that has to do with you and your money. We help you stay on top of all aspects of your financial life and coordinate with your other professionals such as CPAs, attorneys, mortgage brokers and insurance agents as needed.
This service is best for busy professionals and retirees who understand that the success of their retirement is too important to be doing it themselves, and they value having expert guidance.
Spring Planning Meeting
April - May Every spring, we will have a formal meeting via Zoom. We'll confirm your goals for the year and make sure your spending plan is secure. We'll review your tax situation and set a strategy to minimize taxes for the coming year. We'll develop action items for us and for you to make the most of your benefits and investments so you can enjoy the retirement lifestyle you planned.
Fall Planning Meeting
October - November During our second formal planning meeting of the year, we'll update your progress on your goals and verify that your retirement income plan is on track. We'll review your tax strategy for additional opportunities before year-end. We'll look for additional opportunities regarding your risk management and estate plans so your family is protected and secure.
On-Going Communication
In between our formal meetings, we'll be in touch by phone or email with important updates that ensure we are on top of changes in legislation and the market to keep you on track. We'll provide frequent communication on aspects of your plan to keep you well informed. We're available for a phone call or a meeting to address any issues you want to discuss that can't wait until our next formal meeting.
AUM Pricing = 1.00% - 1.50% Annually
**For clients with less than $750,000 of investable assets, other pricing options available on a limited basis.