Just have one specific financial concern? We’ve got you covered.

The Financial Fitness Review is for people seeking guidance towards the achievement of financial objectives in one specific financial planning matter agreed to at the beginning of the engagement.

The services provided in the Financial Fitness Review do not constitute a comprehensive financial plan and do not include ongoing recommendations of your investments, cash, or other assets. This level of support is, however, included in the Wealth Planning engagement.

Engagement Roadmap


Introductory Phone Call

Get a vision of your challenges, priorities, intentions, and opportunities to determine if a mutual fit is possible.


Discovery Conversation

Continue to gain a better understanding of your unique situation, present the fee, and answer any questions you might have to arrive at a decision.


Financial Fitness Review

One appointment covering the agreed to specific financial planning matter, which includes the time needed for research, planning, and presenting our recommendations to you.

One low transparent fee

The Financial Fitness Review has a single fixed fee.

Fixed fee*


*One-half (50%) of the fee is due with the return of the signed agreement, and the remaining amount due at the beginning of the Financial Fitness Review appointment

We are fiduciaries. All recommendations made are in your best interests.

Ready to schedule a 20-minute “Are We a Fit?” Introductory Phone Call?