Our Services & Fees

How I help clients and how I am compensated

Every relationship starts with a comprehensive financial plan

Where are you now?

Let’s get organized

Review cash flow: Income & Expenses

Review net worth: Assets & Liabilities

Where are we going?

What are your life goals?

Financial independence

Buy a house

Pay down the mortgage

Pay for my children’s education

Bi-annual vacations with my kids

Action Plan

The specific steps we need to take to achieve our goals.

Financial Plan

The traditional financial plan is a long document that no one reads.

Financial Planning Calendar

How we work together throughout the year to make adjustments and stay on track.

Wealth Habits Advisor Fees

Clients know in advance what they are paying. Our fees are transparent and allow us to service them in a comprehensive way.