Skip to main content

Living Well and Making an Impact

We take your hopes and dreams seriously.

  • A free 30-minute consultation to assess your current financial situation and walk you through the financial planning process.

  • A 60-90 minute Initial Discovery Meeting

  • A 60-90 minute Recommendations Meeting

  • 60-minute follow-up meetings every 4-6 months, or as a major life event comes up, to check your progress.

  • A CFP® who you can reach out to via email any time as your situation changes.
    Recommendations to other experts in our network such as estate planning attorneys, CPAs, and insurance agents.

  • Partner with an investment management platform to streamline investment advice for an additional fee.

How it works.

Fees range based on the complexity of your situation. There is a start up fee up front, followed by a monthly retainer.

MORE INFORMATION

Setting Up A Business Retirement Plan or Speaking Opportunity?

Email Maureen and share your questions and times when you are available to talk using our contact form.

“Every project is a new challenge to produce something unique.”

Schedule an Appointment

Are you an existing client with questions?
GET IN TOUCH

Introduce Yourself

We would love to hear from you.
Learn More