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We Help Guide Your Entire Financial Picture

Concierge Service

Our Concierge Service helps unify the various aspects of your financial life with your financial plan.

We fill the role of your chief financial consultant and help you identify what steps to take. Then, we connect with your team of professionals to coordinate activities. If you desire, we will accompany you to meetings with your professionals. We can also meet with you and/or your adult children to discuss financial goals and circumstances.

 Concierge Services may include:

  • ¬†Financial Life Coaching (including retirement coaching)
  • Ongoing Financial Planning:
    • Personal Financial Statement
    • Cash Flow Management
    • Education Planning
    • Risk Management and Insurance Planning
    • Tax Planning
    • Retirement Savings and Income Planning
    • Estate Planning
  • Medicare Consulting
  • Long-Term Care Consulting
  • Two-Hour Private Meeting with Adult Children
  • Resource for All Questions Impacting Your Finances
  • Meetings (as requested)

HOW WE DO IT

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ABOUT FEE-ONLY SERVICES

No Hidden Costs. No Referral Fees. No Commissions.

As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.

Download the fee schedule Download Disclosure Form ADV Part 2