Ongoing Financial guidance

Includes the following benefits:

  • Initial consultation for evaluation, analysis, design, and implementation of financial plan
  • Account Aggregation, budgeting and cash flow management through your personal financial portal
  • Online Virtual vault for secure storage and transmission of important financial documents
  • Full access to your personal financial portal for interactive financial planning
  • Annual risk tolerance evaluation using Finametrica software
  • Unlimited support, ongoing goal reviews, and annual face-to-face/virtual comprehensive reviews
  • Invitation to exclusive client events and education materials


Engaged on an annual retainer basis, paid monthly, quarterly or annually, depending on client preference

  • Full access to Wealth Wise Plan costs $1,500 upfront and $125 per month beginning after the plan delivery