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Financial Planning

We offer clients fee‐based financial planning services that are customized to meet the unique needs of each individual client. Based on the clients needs the financial plan may encompass one or more of the objectives listed below:

  • Retirement Projections
  • College Savings
  • Tax Planning
  • Estate Planning
  • Investment Allocation Review
  • Insurance Analysis
  • Cash Flow Optimization

Our Financial Planners Are Members Of . . .


For our clients that live outside of the Capital Region, we use main stream video conferencing and screen sharing software such as Webex and to meet with our clients in a virtual setting. Our virtual clients are able to access the video conferencing feature via an easy to use app on their iPad, smartphone, laptop, or desktop computer.


Virtual Financial Planning Services

monitorsFor clients that live outside of the Capital Region, we designed a virtual financial planning platform that provides our clients with:

  • Access to an experienced CFP®
  • Easy access to video conferencing
  • Meeting in the comfort of your own home or office
  • Fee based services

Fee Schedule

One‐Time DepositTotal Planning Fee
Financial Plan Only$500The cost of each plan varies based on the complexity of the plan but most plans range from a total cost of $1,000 ‐ $2,000
Financial Planning & Investment Management Services$500After the financial plan is delivered, if you decide to engage our firm for investment services the financial planning fee is waived.

Contact Us . . . .

All of our services start with a complimentary consult. No high pressure sales tactics. We are financial planners, not salesmen. Schedule Yours Today.