Financial Planning

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  • Estimated Retirement Date

  • Spending Guidance

  • Savings Goals

  • Investment Objectives

  • Analyzing Key Tradeoffs

  • Review Tax Strategies

Budget Analysis

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  • Review Income Streams

  • Analyze Spending Patterns

  • Plan for Big Purchases

  • Estimate Retirement Budget

  • Build Cushion for the Unexpected

Situation Analysis

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  • Rent vs. Buy Analysis

  • Buying a Home

  • Family Planning

  • Concentrated Investments

  • Long-Term Care

  • College Planning

  • Other

Investment Management

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  • Investment Recommendation

  • Fund Recommendation

  • Rebalancing Guidance

  • Custom Self Guided Tool

Flat Fee Prices Starting at $2,500+

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Flat Fee Prices Starting at $2,500+ 〰️