SMART Planning

Welcome to Smart Planning 

Smart Planning is our most comprehensive offering. If you want more than an insurance discussion, please don't hesitate to look any further.

Our Smart Plan Includes:

  • Fully Integrated and Customizable Financial Website (see video below) 
  • Full Financial Plan Analysis and Recommendations
  • Debt Analysis 
  • Cash Flow Analysis
  • Insurance Recommendations 
  • Investment Management and Analysis 
  • 4 Quarterly Review Meetings 

We charge a monthly flat fee of $150/month. Payments are made via Advice Pay, which is our client billing software. 

While our fees are already priced very competitively, if you have extenuating circumstances where you need a different engagement cost I urge you to contact us and/or look at our SMART Planning engagement. We are happy to work with you at your pace. 

**Fees are paid on the first of each month. Our SMART Planning agreement is an annual agreement that is renewed on an annual basis.