8201 Preston Road,
First, we clarify and prioritize your life’s goals. Then we design a financial plan that aims to improve potential for success. Our wide-ranging and thorough financial planning approach also accounts for potential bumps along the way — with a team of Certified Financial Planners and outside partners that provide critical risk management. The process forges a path — designed by our experienced team — that can lead to the life you want. We provide flat rate financial planning services, whether it’s flat fee financial planning for the initial design, or an annual financial plan consultation.