Our services
We specialize in expert virtual financial planning for clients nationwide, as well as in-person services for those in Portsmouth, NH. No matter where you're located, we provide personalized guidance to help you navigate your financial journey with confidence.
Each service begins with a complimentary introductory call to understand your unique needs and determine the best path forward.
Hourly planning
Focus on the financial areas that are most important to you.
Choose to focus on one area such as budgeting, education funding, retirement, investments, insurance analysis, estate planning support, or work place benefits and receive individualized support on the topic. Or, ask for a holistic and comprehensive financial plan that encompasses all areas.
$250/hr
Ongoing planning
Make an ongoing commitment to your financial goals.
We’ll start with a comprehensive analysis of your financial position and create a holistic financial plan that focuses on reaching your short and long-term goals. Along with ongoing communication, we’ll meet for review meetings twice a year — every year — to ensure you stay on track, and we’ll revise your plan and our strategy as your circumstances and/or goals change. Ongoing service includes a focus on cash flow, retirement planning, tax strategy, insurance analysis, estate planning, educational planning, and investments including an annual rebalance of your portfolio.
Annual flat fee with a range capped at $9,600/yr
Divorce Planning
Make informed decisions to get what you deserve.
Going through a divorce can be one of the most stressful and exhausting times in a person’s life, sometimes leading to rushed decision making when it comes to splitting marital assets. We’ll work together to analyze all assets including cash, investments, retirement accounts, and property and make decisions using powerful data to protect your future. Couples can choose to collaborate to achieve a financially fair division of assets, or one partner may decide to focus solely on their individual needs during the divorce proceedings.
$250/hr