Simple Needs

4 meetings/year

$250.00 monthly or included with managed assets of $500,000+


  • Financial goal setting
  • Budget review (spending by category, spending history, establish a budget)
  • Cash Flow Planning (2) - What's the maximum I can put into investments each month while meeting my current obligations?
  • IRA/Roth IRA/Backdoor Roth IRA contribution
  • Employer Retirement Plan (401k, Roth 401k, After-Tax, SEP IRA, 403b)
  • Employee benefit elections and evaluation of supplemental coverage