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Financial Planning

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What do you want to accomplish?

Get More Savvy About Money

·   Eliminate credit card debt

·   Stop living paycheck to paycheck

·   Increase my income

·   Pay down student loans faster

·   Build or improve my credit

·   Create an emergency fund

·   Know where my money is going

·   Start saving for retirement

·   Make smarter investment choices

·   Calculate and build my net worth

Navigate a Life Transition

·   Prepare for retirement

·   Going through a divorce

·   Loss of job

·   Getting married

·   Starting a family

·   Death of a spouse

·   Caring for a family member

·   Starting a business

·   An unexpected windfall

·   Career change 

Use My Money to Improve My Life

·   Stop trading my time for money

·   Turn my hobby into a living

·   Become more savvy about investing

·   Quality time with friends and family

·   Go back to school

·   Give more to the causes I care about

·   Save for a vacation home

·   Retire early or start a new career

·   Travel more

·   Create a passive income stream 

Manage Your Financial Life On The Go

Our secure online planning tool aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.

  • View your total assets, liabilities and net worth
  • Know where your money is going
  • Monitor the performance of your investments including your companies 401(k) plan
  • Track the progress towards achieving your financial goals
  • Work collaboratively in real-time with your Financial Planner


Complimentary Initial Consultation

Before engaging our services we offer a complimentary, no obligation initial consultation where we can chat about your current financial situation, your financial goals and what might be keeping you up at night. We will give you our honest feedback regarding our ability to help you achieve your objectives and address the financial challenges you may be experiencing.


Meet Some of our Financial Planners

Catherine Utley, CFP®

Comprehensive

Financial Planning

Steven C. Johnson, ChFC®

Retirement Planning &

Social Security Claiming

Strategies

Katie E. Moore, CDFA®

Women In Transition

& Certified Divorce

Financial Analyst

Herbert D. Kyles

Millennial Money:

Saving, Investing,

Budgeting & Debt



Your better life is waiting on you. Let's get started.

Where would you like to begin?


FINANCIAL & INVESTING
ADVICE-ON-DEMAND

Starting at $99


Ideal for those seeking financial guidance in a particular area


Sample advice topics:

  • 401(k) Investment Options
  • Improving Your Credit Score
  • College funding strategies
  • Insurance Coverage Review
  • Student Loan Debt
  • Goal Accumulation Planning
  • Creating a Workable Budget
  • Social Security Options
  • Estate Planning Review
  • Navigating a Life Change

WHAT YOU GET:

(Depending on the complexity of the advice you’re seeking)

30-60 Minute Initial Consultation


Action Plan & Strategy Creation


30 -60 Minute Review of Financial Plan and Action Steps


30-Day Access to a Financial Planner by Email, Phone, Skype for the topic covered (Up to 30 Minutes)

Schedule A Complimentary
Initial Consultation

ONGOING
FINANCIAL GUIDANCE

Starting at $49 per month


Ideal for those serious about making better financial decisions & designing the life they want


Sample advice topics:

  • Plan Implementation
  • Navigating Life Changes
  • Major Purchase Decisions
  • Building & Improving Credit
  • Your Employee Benefits
  • 401(k) Investment Options
  • Estate Planning Questions
  • Insurance Questions
  • Budgeting & Cash Flow
  • Investing & Tax Questions

WHAT YOU GET:

Ongoing Access to a Financial Planner by Phone, Email, Skype


Secure Planning Website & Financial Dashboard


On-Going Financial Coaching


Quarterly/Annual Plan Reviews (As applicable)


Accountability check-ins to help you stay on track (If requested)

Schedule A Complimentary
Initial Consultation

COMPREHENSIVE
FINANCIAL PLAN

Starting at $1,499


Ideal for those who want a holistic review and guidance regarding their complete financial life


What we can cover:

  • Lifestyle and Career Goals
  • Budgeting & Debt Mgmt
  • Cash Flow & Savings Goals
  • Credit Report Review
  • Retirement Planning
  • Income Tax Analysis
  • Estate Planning Strategies
  • Stock Option Planning
  • Insurance Coverage Review
  • Employee Benefits Review

WHAT YOU GET:

Secure Planning Website & Financial Dashboard


Thorough review and analysis of your complete financial life


Personalized Financial Plan with Clear, Actionable Advice


60-90 Minute Review of Financial Plan & Action Steps


30-Day Email, Phone, Skype Financial Planner support in putting your plan into action (Up to 90 Minutes)

 

Schedule A Complimentary
Initial Consultation

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