Financial Planning

Advisor-Guided Financial Planning is a package that combines benefits of our professional expertise and one year access to a comprehensive financial planning software MoneyGuidePro®. This package is available at no cost for clients who have invested $250,000 or more with our firm. Otherwise, if you haven't invested with us, we offer this package at $2,500 flat fee for the first 10 hours which is a typical amount of hours required to develop a comprehensive financial plan. However, depending on the complexity of your situation it might take longer in which case we would charge at $125/hr for every extra hour needed. Future annual or bi-annual revisions mostly take no longer than one hour and are charged at a regular rate of $250/hr and we strongly encourage periodic reviews to help you adjust your plan as your life circumstances change.

Self-Guided Financial Planning is a package we offer for individuals who would like to develop a Financial Plan on their own but would appreciate the robust capabilities of MoneyGuidePro® that include:

  • Developing and tracking of your financial goals
  • Analysis of how taxes, social security and healthcare could affect your plan
  • Stress test your plan against:
    • adverse market returns
    • high inflation risk
    • social security cuts
    • longevity risk
    • risk of long-term care events
  • Understanding how much risk you are taking in your current portfolio
  • Discover your risk tolerance
  • Compare your current portfolio against your risk appropriate portfolio
  • See the probability of success of your financial plan
  • Use an interactive "play zone" to analyze how changes in retirement age, savings or expenses can affect the probability of success

This package comes with a one-time complementary plan revision and one-year access to your financial planning portal. After your term ends you will be free to simply print your plan and continue following it on your own or start taking advantage of our Advisor-Guided package.

If you would like to get started with either of the packages, please send us an email to with a brief message including your full name, date of birth and your preferred email (if different from the one you used to contact us) and our professionals will get back to you and will start working to set up your online portal.