The Journey

How You Will Benefit From Working With Us


Sense of direction

Excitement & energy

Cutting through the noise of financial chaos

Confidence in your journey



  • Lifestyle exploration
  • Cash flow analysis
  • Review of investments and advice
  • Retirement planning
  • Estate planning
  • College preparation
  • Insurance guidance
  • Tax review
  • Topics of interest (Planning Session)

FEES: $3,000 – $8,000

Estimated fees are based on a typical engagement and may be outside of the range referenced above, depending on your specific situation.