Fee-Based Financial Planning
A steady financial support system.
Let’s clean up your financial junk drawer and make sure your next 10, 20, or 50 years have a foundation to help you save, spend, and live with financial confidence.
Fee-based planning
Wherever you are in life, our team of financial advisors and planners will get you on track and on a path to success.
Tax planning strategies
After we analyze your current place in life, we can help make sure your money is invested in a way to keep taxes as low as possible.
Identify
Understand your current situation and define financial goals and objectives.
Analyze
Build a plan and develop strategies and recommendations to succeed
Implement
Put the plan into action and stay in regular communication with every client.
Monitor
Undergo ongoing reviews and revisions of the plan to stay on track to meet your goals.
Empow-her.
Over the years, our team has worked with a number of women who find themselves newly single or widowed, but without prior involvement with their financial picture. Our advisers take great pride helping these women get organized, set goals, and put a plan* in place to help meet them.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Relationships with financial planning clients include:
Helping individuals both with or without knowledge of their finances better understand their wealth and plan for the future
Evaluating your personal and household expenses
Determining where your money is and organizing it
Helping make smart (not hasty) moves with your money
Making recommendations based on your best interests
Coordinating a team of experts for you
Delivering objective investment and financial advice
Educating you on all of the elements of your financial life
eMoney | Life In a Box
About our fees:
Financial planning fees range from $3,000 to $10,000 depending on complexity. Implementation of specific products or services may result in commissions or fees outside the planning fee.
Reviews of your financial plan may require a new agreement and can result in additional fees.
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8444 Westpark Drive, Suite 900, Tysons, VA 22102
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AWARDS & RECOGNITION
Forbes Best in State Wealth Advisors: 2024 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2024 for the period covering 04/07/2024 – 04/07/2025. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.