For families
Start with one thing. Build the whole picture.
Every family’s plan begins somewhere different. Take the decision that is actually in front of you, settle it properly, and know it will still fit whatever comes next.
You are the centre of the plan
Not a product, and not a schedule of services. Everything we do is a way into the same picture, which is why you can start anywhere in it.
- Your household, at the centre of the plan
- Income and cash flow
- What you own and owe
- Family protection
- Health and care
- Growing wealth
- Education funding
- Lifetime income
- What you pass on
- Start where you are
- No minimum income and no asset threshold. Whether you are building from nothing or managing something complicated, the first conversation meets you at your actual position.
- One decision at a time
- You do not have to plan your whole financial life to get value from planning any of it. Take the question that is actually pressing and settle it properly.
- Every piece fits the next
- Each engagement is built to hold its shape when the next one arrives, so what you decide this year is not something you unpick in three.
Six ways in
Pick the one that matches the question you came with. Each opens onto what it covers, how it runs, and what it costs.
- 30 min
Health Benefits Checkup
Half an hour on your medical coverage — marketplace or employer — checked against what your household actually claims, with any supplemental plans you hold read alongside it, and the gaps caught before the enrollment window shuts.
No-cost consultation - 30 min
Dental & Vision Checkup
Half an hour on dental, vision, hearing and the supplemental plans that pay a fixed cash benefit when a hospital stay lands — read with you from the plans’ own benefit schedules, with no enrollment season standing in the way.
No-cost consultation - 1.5 hrs
Family Protection Review
We size your protection against your real income, obligations and assets — so you are not paying for cover you do not need, or carrying a gap you never knew was there.
No-cost consultation - 1.5 hrs
Income Readiness Assessment
We project the income your savings will produce against the life you intend to fund, then close the distance between the two with moves you can start this year.
No-cost consultation - 1.3 hrs
Financial Clarity & Debt Strategy
We put your accounts, balances and cash flow into one picture, then model payoff routes at the rates you are actually paying so you can pick one and start.
No-cost consultation - 3.5 hrs
Complete Family Financial Plan
Income, protection, debt, taxes and long-term growth worked through together — and one written plan where every piece accounts for the others.
$499 consultation - 1.5 hrs
Family Tax Planning & Preparation
Your return prepared and filed, plus the year-round moves — contributions, credits, multi-state filing — that shrink next year’s number rather than explaining this one.
$150 consultation
Running a business too? See what we do for business owners
Not sure which one you need?
Start the conversation and we will work that out together. Telling us roughly where you are takes about a minute.
Start the conversation