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Ongoing Financial Planning

Think personal CFO. Looking for continuous support and accountability? We help simplify difficult decisions whenever they come your way. 

What's Included:

  • 2 - 3 initial meetings (in addition to introduction call)

  • Cover unlimited topics of your choice

  • Financial plan (in plain English) with to-do list 

    • Includes recommendations​ and applicable analyses

  • Unlimited and continuous phone and email support ​ 

  • Access to our professional referrals: CPAs, attorneys, etc.

    • We provide personal introductions

    • Joint meetings with your CPA or attorney (or any other professionals)

Additional Benefits:

  • Assistance in implementing recommendations, to-do list tasks, and any other tasks as they arise

  • Your own financial portal with RightCapital

    • View all accounts, goals, and progress in one place

  • Scheduled check-ins and progress updates

  • Annual comprehensive review meeting 

  • Access to Investment Management Services


Single: $4,200 per year, paid quarterly or monthly

Couples: $5,400 per year, paid quarterly or monthly

Financial Planing

Example Topics

  1. How do I separate my personal and business finances?

  2. When can I afford to buy a home, and how much home can I afford?

  3. How do I pay off my debt while still saving or investing for other things?

  4. How much should I invest in my retirement account? How should I invest my money?

  5. What should I do with my company stock options? How do they even work?

Example Topics


Investment Management

Not sure where to invest or how to invest? Don’t have the time or the desire to manage your own investments? We handle the investment management so you don’t have to.

What's Included:

  • Your own investment portal to view all account holdings

    • 24/7 secure online access to portfolio information​

  • Quarterly updates and periodic market updates

  • Tax-efficient portfolios and tax-loss harvesting strategies

  • Access to ESG portfolios (environmental, social, governance)

  • Assistance in account openings, transfers, rollovers, and other account maintenance

What We Use

  • ETFs, mutual funds, and individual stocks and bonds

  • We use AssetMark's platform to offer you our investment management services


We offer our investment management services as an add-on benefit to our clients.

  • Minimum initial investment: $1,000

  • Annual management fee: 0.40% - 0.75%

    • ​Fee based on the combined market value of all accounts in the same household that are managed by FPL

Investmet Management
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