About us
Why Choose NFP?
Discover Our Unique Edge
It’s our commitment to your financial health. We deliver effective, efficient advice paired with ongoing support to help you reach your dreams.
Independent and fee-only
Recommendations are based solely on your goals and objectives with open and transparent pricing removing conflicts.
Comprehensive
With a limited client base all of the details are taken into account without losing sight of the big picture.
Expertise
Experience putting together hundreds of plans as an advisor and later coached and trained hundreds of advisors at a major financial institution.
What does it look like
6-step success:
Your financial roadmap
We’ve developed a meticulously crafted, comprehensive six-step process that acts as your personal roadmap, guiding you steadily towards your financial goals.
01.
Initial Consultation – 30 min
We begin with a 30 minute complimentary consultation to ensure I can delivery enough value to meet your needs and ensure we are a great mutual fit.
02.
Strategy Meeting – 60-90 min
We then try to gain a comprehensive understanding of your history, goals, and lifestyle. This holistic approach, encompassing the art (what makes you unique) and science (financial), ensures a tailor-made financial journey just for you.
03.
Plan Creation
We use some of the top technology in the industry along with over 15 years experience running 1000’s of plans to ensure we thoroughly review your situation to deliver the best analysis, ideas, solutions, and alternatives for you.
04.
Plan Delivery – 60 minutes
We review the details from the plan with you to jointly create a customized path moving forward.
05.
Implementation
Ensure all aspects that were agreed upon are executed properly.
06.
Ongoing customized support
Given our focus on a small number of families we work with you to create an ongoing relationship that’s customized based on your wants and needs.
“Most people don’t plan to fail, they fail to plan”
John L. Beckley
Simple pricing
Straightforward pricing
with a fixed fee structure
At NFP, we believe in the power of planning to simplify your financial life and increase what money can do for you and your loved ones. Enjoy high-value expertise at incredibly competitive prices.
One time advice
Whether you are not ready to commit to ongoing help or just have a one-time situation that you’d like advice with we would still have a complimentary discussion to determine the scope.
$250
per hour
Ongoing Support – Monthly Fee
The monthly fee works as an ongoing retainer and will not increase as your assets and net worth increase over time. Exact pricing to be determined at the initial complimentary consultation and is based on overall complexity, client needs, and relationship expectations.
$250-$1000
per month
Financial Planning Services
- Retirement Planning
- Business Planning
- College Savings
- Cash Flow and Debt Management
- Financial Goals Planning
- Investment Analysis
- Investment Management
- Insurance Review
- Risk Management
- Tax Planning Strategies
- Employee Benefit Optimization
- Estate Planning
Ready to reach your goals?
There has never been a better time than right now. What goal can we help you accomplish? Dive into your financial journey with NFP today.