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Services & offers to help you live better now

HOW WE CAN WORK TOGETHER

1 on 1 Coaching

includes

Eden Financial Freedom Journey™ 

Review of your current financial situation

Recommendations

Everything listed below under one-time services  

Perfect for anyone looking for something more personal

This includes a full review of your current situation, what you care about most, and your goals. This covers: budgeting, debt education, tax planning, estate planning,  investments planning, & retirement or work optional planning. 

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Implementation

Education

1:1 Coaching fee waived with investments under management over $300,000. 

One-Time Service

Need help with just one aspect of your finances? This option is for you. I offer ala cart services.

PERFECT FOR ANYONE LOOKING FOR answers on one topic

Company retirement plan review

Public Service retirement plan review

Retirement planning or optional work planning

College planning

Insurance evaluation

Spending allocation and review 

Stock, bond, mutual fund and ETF review, one time selection

Goal analysis

Values analysis

Healthcare planning

Investment review

Financial education

Tax Review

Estate Planning Review

Credit Score help

Consultation

Business planning

Cash flow + Debt Management

College savings

Employee Benefits Optimization

Estate Planning

Financial Goals

Insurance

Investment Analysis

Retirement Planning

Risk Management

Tax Planning Strategies 

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Investment/Asset Management

RATES

1% for assets between $0-$250,000 

.90% for assets between $250,001 - $500,000.

.80% for assets between $500,001 - $1,000,000.

.70% for assets between $1,000,001 - $2,500,000.

PERFECT FOR ANYONE LOOKING FOR help on investing/asset management

This includes a full questionnaire on your investment style, behavior analysis & values. We will review your risk tolerance and your current investments.

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.60% for assets between $2,500,001 - $5,000,000.

.50% for assets between $5,000,001 - $10,000,000.

.40% for assets between $10,00,001 – 20,000,000.

.30% for assets between $20,000,001+. 

INCLUDES Includes complementary financial planning 
 

Educational Workshops and Seminars

Workshops on Financial Literacy

Seminars on college planning, tax planning, & Retirement planning.

PERFECT FOR ANYONE LOOKING to learn more about financial literacy

I will be hosting workshop and seminars. Please view a list of my upcoming seminars here. 

DETAILS 

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Special services

Accounts I can open

College Savings Accounts

Retirement Accounts

Company Retirement Plans

Individual Accounts

Trust Accounts

Estate Accounts

Business Accounts

Donor Accounts

For one on one coaching, we will meet monthly, over 3 months, either in person, zoom, or phone call. Then we will meet on a quarterly basis.

Process and how I work with you

Get Organized Meeting (90 Minutes)

Discovery Meeting
(60 Minutes)

Focusing on your concerns, goals and desires will allow us to understand your unique needs and objectives. 

Explore Possibilities Meeting (60 Minutes)

We will collect any necessary information while helping you sort through your financial lives and get organized. 

Analyzing and evaluating your current financial status together using our financial planning software.

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I offer a free initial consultation to see if we would be a good fit to work together. I will ask you questions to get to know you and what you are looking for. I want to get to know you, how I can help you and what I can offer. 

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03

Eden Financial Freedom Journey™ 

Ongoing Financial Planning (Quarterly)

Plan Delivery Meeting (60 Minutes)

Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.

We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress.

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