No matter your life stage, you're making decisions that affect your future.  A one-time or occasional consultation with a trusted advisor can accelerate progress towards your life goals.

Our hourly, project-based financial planning offers precise guidance to accelerate your progress and solidify your financial foundation exactly when you need it.

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

Typical engagement length/cost: Typically $1,100-$4,620 depending on scope of your needs & questions. No long-term commitment.

Project-based planning is a great option for those seeking occasional advice at any life stage. Here's what to expect:

Step #1
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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
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Taking Action

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

A one month Q&A period is included, and you will receive a follow up communication within one month of plan delivery to ensure you have what you need to successfully implement your plan

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