How can we help you transform your financial life?

We’d love to connect with you!

We are a virtual firm with planners located in Corning, New York; Hornell, New York; or Parrish, Florida; and we work with clients nationwide.

Table showing financial planning process and fee structure. Left side lists stages and steps of service: "Explore," "Engage," "Envision," "Enlighten," leading to "Empower." Right side details financial planning fees with annual and phase-based requirements, listing services included and their costs, culminating in a financial planning total of $5,025. Large SAMPLE watermark across each section.
A chart titled "What defines my complexity factor?" outlines criteria across four complexity factors. Factor 1 requires all conditions like being a W-2 employee or retired. Factor 2 includes having stock options or RSUs. Factors 3 and 4 involve owning a business, having variable income, or rental properties, with Factor 4 including major transitions. Each factor denotes required meetings and a multiplication factor, ranging from 0 to 2.

We are thrilled you are interested in scheduling a discovery call with us.

In order to ensure all of our current clients receive top notch service, we limit the amount of new clients we onboard each month. During your discovery call, we will discuss current availability.

To view a sample of our proposals

CLICK HERE