Create Your Path

Our Create Your Path Service is a one-time comprehensive financial planning service, which includes a complete financial plan that incorporates all of the following areas:

What You Get

  • Comprehensive Financial Plan (Sample Summary Page)
  • Two weeks of email/phone call support for clarifying questions
  • Unbiased advice: we are fee-only fiduciaries
  • Referral to other professionals if needed, such as CPAs, insurance brokers, or attorneys

Who Is This For?

If you want a comprehensive financial plan and feel confident that you can implement the financial planning recommendations on your own, then this service is for you.


A one-time fee that depends on the complexity of your financial situation. The minimum fee for this service is $2,500 for individuals or $2,800 for couples.

Our Process

This service consists of our Phase 1 process. Phase 1: The Create Your Path Phase includes 5 virtual meetings where we collect all of the information needed to construct your financial plan. The 5 meetings are usually held 2 to 3 weeks apart and typically span a few months. During the last meeting of Phase 1, we’ll deliver your financial plan with recommendations for you to implement.

Ready To Talk

Interested in learning more? Schedule a free, no-obligation video call to get any questions answered.

Not Ready To Talk Just Yet?

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