Our Financial Advisory Services are an affordable option for those with less than $100,000 in liquid assets.

The Road to Financial Well-Being

Most folks struggling with money believe the road to wealth and financial well-being is only open to those “lucky” enough to get a Harvard education, win the lottery, hit the world stage as the next big pop star, play professional sports, start up the next Microsoft, and so on.  That mindset couldn’t be further from the truth.

Consider Michael Jackson – one of the most affluent pop stars of the 20th century.  Strange as it sounds, there’s a multitude of teachers, firefighters, small business owners and auctioneers who are wealthier than Michael Jackson and countless others like him.  Why?  What you do with your paycheck on a consistent basis matters far more than the size of your paycheck. 

So, how can you transform your finances to make money your friend rather than a dreaded enemy?  Sometimes, all it takes is a little help from a trustworthy & experienced advisor.

We're Here to Help

For as little as $100 down and $35 per month, our financial advisory services can transform your life if you:

• have less than $100,000 in liquid assets
• work, work, work, but never seem to get ahead
• worry that you can’t afford a comfortable retirement
• live paycheck to paycheck
• want to set a good example to your children
• have little or no savings to fall back on
• argue with your spouse about money
• are stressed out about your bills & debt
• want financial well-being
• believe you can make better decisions about your money, but just don’t know how

What You Can Expect

When you sign up for our financial advisory services, we will:

• listen to you, respect your dreams and provide answers & solutions
• take an assessment of your current financial situation
• work with you to develop a realistic, workable plan based on your dreams & goals
• assist you in implementing your plan at a sensible, comfortable pace
• coach and educate you on how to make conscious, purposeful decisions about your finances
• keep you on track with meetings every six months to review your finances, progress toward your goals and assistance in achieving greater and greater improvements
• answer questions in between our semiannual meetings

Affordable Fees

The fee schedule for our financial advisory services is based upon the value of your liquid assets:

For those who opt for a plan without ongoing service, we charge a flat fee of $2,500.

Transform your life.  Contact us to find the financial well-being you want and deserve.

We define liquid assets as anything you can quickly convert to cash.  In general, it’s the total of your checking + savings + CDs + IRAs + 401ks + 529s + taxable investment accounts.