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Journey To Retire Readiness

As a member of Generation XY, you have a number of competing financial interests. You may be financing your children's college in addition to, supporting parents while juggling a mortgage and other financial obligations.

You wonder how do you prioritize all these financial goals while saving enough for retirement. We can help you answer these questions and more.

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WHO DO WE WORK WITH?

Majority of our clients are 6-7 figure professionals or business owners who are balancing multiple roles while keeping up with life's daily demands and family commitments. 

It's easy to lose sight of your finances when life gets in the way. We can work with you to ease money-related stress by helping you identify what is most important to you; determine any challenges you may face on the road to achieving your value oriented goals; and create an action plan to achieve them.

We provide financial coaching & planning as a fee-only Certified Financial Planner. We do not sell products which eliminates any conflicts of interests. We work for YOU and only YOU!

 

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Financial Jumpstart

The financial jumpstart program is ideal for someone who does not need a comprehensive financial plan, but may have a pressing financial question or want a second opinion from a financial planner. This limited engagement covers common topics such as (but not limited to)

Debt management

Review of employer benefits

Cash flow management

We will meet virtually to discuss your financial concerns. Once we have an understanding of your goals, we will provide a written recommendation for you to implement. 

Investment: $597 (2-3 hours)

 

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Financial Foundation:

This program is a good option for someone who wants to establish a solid financial foundation, but may not have a need for an ongoing relationship with a financial planner. This program will assist you with the following:

Evaluating spending
Budgeting and net worth statement
Building an emergency fund
Analyzing credit report and score
Debt management 
 
We will meet virtually to discuss your financial concerns. Once we have an understanding of your goals, we will provide a written recommendation for you to implement.
 
Investment: $997 (3-4 hours)
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I Want to Retire Ready!

This program is designed ready professionals and business owners for a retirement that affords them the quality of life of their dreams. It takes a comprehensive holistic approach to planning and is perfect for those seeking a long term relationship with a financial planner. 

We understand financial planning is more about the mind than the math, we help you create and prioritize goals that align with your values and beliefs. In addition to establishing the financial foundation listed above, you can also expect assistance with the following:

  • visualizing life during retirement
  • determining the cost of retirement
  • developing retirement saving strategies
  • planning for taxes
  • selecting asset allocation
  • defining your legacy

Investment: $3,500 - $7,500

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HOW DOES IT WORK?

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1. Step One 

We will meet with you virtually to discuss your money concerns and financial objectives. 

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2. Step Two 

Based on your financial goals, we will gather necessary documents to work on your personalized plan
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3. Step Three 

We will check-in with you to see if you have any questions and to ensure you are on track to meet your objectives

TAX PREPARATION & PLANNING

Tax consulting services are provided through our sister company RKC Tax & Accounting, Inc. We serve individuals, business owners and independent contractors. 

Taxes is one of the largest expenses taxpayers will incur. We are passionate about helping our clients reduce their taxes and build wealth. Annually, thousands of hard earned dollars are lost because taxpayers feel taxes are merely a part of life.

Managing taxes does not end with the filing of a tax return, tax planning should be a part of the overall financial goals. We encourage our clients to meet with us throughout the year and upon the occurrence of a lifetime event (such as marriage, birth of a child, home sale, etc.) to ensure they are taking advantage of all applicable tax strategies. 

If you are interested in tax consulting services, please set up an appointment on our calendar. 

Tax preparation fees start at $450 

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Grab Your Freebie!

7 Tax Saving Strategies That Put Money Back In Your Pocket Now!

Forbes estimates that roughly 90% of small business owners overpay taxes. That's 9 out of 10 business owners! It's not surprising considering the tax code has more than 75,000 pages. This guide provides business owners with tax strategies to help reduce their tax liability and put more money in the bank. 

 

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