The only constant in life is change. How do you make the most of those changes, opportunities, and decision points that come your way?

Get a Financial Guide by Your Side.

Think of Charlie as your personal financial guide, ready to step in exactly when you need him. Whether it's a new career, a growing family, or preparing for retirement, we'll help you make smart decisions along the way, ensuring you're prepared for life's biggest moments.

With Charlie by your side, you'll receive:

  • A Personalized Roadmap: An initial financial plan with clear, actionable recommendations tailored to your unique goals.

  • Ongoing Confidence: Proactive quarterly touch-point meetings and yearly plan renewals to keep you on track as life changes.

  • Always-On Support: Unlimited on-call advice whenever important questions or decision points arise, providing peace of mind.

  • Accountability & Progress: Consistent partnership to ensure you stay focused on your financial objectives.

Example topics covered:

  • Mapping out your near-term and long-term goals and clarifying where you stand today

  • Developing a sustainable cash flow and debt freedom plan

  • Protecting your family and finances through core insurance and risk planning

  • Workplace benefit selection

  • Retirement fund saving and investment selection

  • College fund saving and investment selection

  • Career transition

  • Tax-aware account withdrawal planning in retirement

 $950-$2,950 for initial plan Development and $125-$400 per month, depending on complexity

Here's what to expect:

Step 1
——

Connecting

It all begins with scheduling a brief introductory phone call followed by a “Get Acquainted Meeting” with Charlie to share your current financial questions, challenges, and goals. Charlie will listen, explain how our unique approach can help, and outline clear next steps. Click HERE to connect with Charlie to get started.

Step 2
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Crafting Your Custom Plan

 

Following our “Get Acquainted” meeting, if we both agree it's a good mutual fit, Charlie will send you a personalized proposal. This document clearly outlines the scope of work and the transparent fee for our services. Once you approve, we'll schedule your dedicated 'Goal Discovery' meeting, where we'll dive deeper into your aspirations to build the foundation of your financial roadmap.

Charlie will then thoroughly review your current situation, goals and resources to develop clear, actionable recommendations designed to move you towards your goals.

step 3
——

Taking Action & Ongoing Partnership

After aligning on all decision points, you will receive your initial financial plan and you’ll begin implementing your action steps.

Your Ongoing Partnership Includes:

  • Regular Progress Reviews: We'll meet to review your action steps, discuss your progress, and adjust your plan as needed.

  • Proactive Check-ins: Scheduled quarterly touch-point meetings and annual financial plan renewals ensure your roadmap stays current and effective.

  • On-Call Support: You have direct access to Charlie whenever important questions or decision points arise, providing peace of mind and timely guidance – all included.

Our goal is to be your trusted financial partner, guiding you through life's changes with confidence. Start your journey - Connect with Charlie