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How We Can Help

Work with your advisor on an ongoing or as-needed basis


Fee-Only Financial Planning and Investing in Cleveland, Ohio

Comprehensive Wealth Management

Ongoing Service

Together with your advisor, we'll focus on your entire financial picture including your investments, retirement, cash flows, education funding, insurance, taxes, employee benefits and estate planning.

Cost: Annual Advisory Fee

Hourly Financial Planning and Project Consulting with Financial Planner

Hourly Planning & Consulting

As-Needed Service

Hourly financial planning & project-based consulting is designed for clients that may need access to expert advice from time-to-time, but don't need ongoing wealth management yet.

Cost: $250 per hour



How can you get started?


Step 1

Schedule Consultation

The first step to achieving financial freedom is by requesting your complimentary consultation. This 30 minute conversation will help you determine if we're a good fit for each other.


Step 2

Develop Financial Plan

Together we'll develop a comprehensive financial plan designed to answer all of your questions and create a clear path forward toward achieving your goals.


Step 3

Implement Strategy

To maximize your wealth management strategy, we'll be your personal CFO. High touch, comprehensive financial planning coordinated with a tailored investment plan.




Learn what makes our financial advisors different