Services

We provide initial and ongoing financial planning and investment services via video calls (Zoom and Google Meet) supported by phone and email.

Our financial planning services cover the following areas of topics.

1. Financial Planning Principles
   Financial statements, cash flow and debt management, and education funding
2. Risk Management and Insurance Planning
   Analysis and evaluation of risk exposures: health, disability, long-term care and life insurance
3. Investment Planning
   Investment risks and returns, asset allocation and portfolio diversification, and investment strategies and liquidity
4. Tax Planning
   Income tax calculations, tax management, charitable contributions and deductions
5. Retirement savings and Income Planning
   Retirement needs, social security and Medicare, and retirement plan distribution rules and taxation
6. Estate Planning
   Property titling, beneficiary designations, estate and incapacity planning documents
7. Employee Benefits
   

For those who do not need financial planning, we provide investment consultation services as well.

Fees

You may choose to pay fee either annually or hourly.

The annual fee is $720.

The hourly fee is $72.

Our only compensation is your payment.

We do not sell any product(s).

We do not receive any other fees based on referrals, assets under management (AUM) and/or commission.

We have a full refund policy within 90 days if you are not satisfied with our services.

You can sign up below to get started.

Process

We have a simple 6-step process so as to serve you and your family.

1. Introduction (Video) Call: You get to know us. We also get to know you, your family, your values and goals. We find out if we can start our collaborative trusted relationship and set mutual expectations for achieving your life goals based on your best interests.
2. Data Organization: Our data request checklist helps us analyze your current course of action based on your personal and financial circumstances.
3. Review and Scenario Creation: We follow up with questions for clarifications and potential alternative courses of action.
4. Analysis and Plan Development (Video) Call: It is part education and part action plan in developing financial planning recommendations for you and your family.
5. Plan Presentation (Video) Call: It is part presentation and part continued education on how to achieve your goals.
6. Implementation and Follow-up: We help you implement plan recommendations and answer any follow-up questions you may have.