We offer the following services to meet the financial planning needs of our clients:

Which sounds most like you?

I am going to retire within the next 5 years or so, and want an advisor to help me prepare for and guide me through retirement.

Retirement Expedition Financial Planning Service

  • A free, no obligation 30 minute introductory meeting via phone or video chat (like Facetime, Skype or Webex) to see if we are best suited to serve you
  • 4-6 meetings in the first 1-2 years depending on the complexity of the situation
  • Annual reviews with a semiannual check in during following years
  • Reasonable, ongoing access to your financial planner
  • Comprehensive financial analysis of:
    • Net worth
    • Budgeting and cashflow
    • Retirement income planning
    • Saving for college or the futures of children and grandchildren
    • Investment allocation
    • Insurance planning and risk management
    • Tax strategies*
    • Estate planning strategies**
  • Investment portfolio management
  • Ongoing financial planning and advisement
  • Access to financial organization and management software and tools

Cost: Starting at $2,500 per quarter

Based upon the complexity of your situation and the responsibilities delegated to us.


I am a business owner, an entrepreneur, or self-employed and want an advisor to help me manage my resources, reduce taxes when possible, and navigate the complexities of owning and running a business.

Business Owner's Expedition Financial Planning Service

  • A free, no obligation 30 minute introductory meeting via phone or video chat (like Facetime, Skype or Webex) to see if we are best suited to serve you
  • Usually 4-8 meetings in the first 1-2 years depending on the complexity of the situation
  • Annual reviews plus additional meetings as necessary during following years
  • Reasonable, ongoing access to your financial planner
  • Comprehensive financial analysis of:
    • Business and personal resources
    • Net worth
    • Personal budgeting and cashflow
    • Personal savings goals
    • Retirement savings
    • Investment allocation
    • Insurance planning and risk management
    • Business tax strategies*
    • Personal tax strategies*
    • Estate planning strategies**
  • Investment portfolio management
  • Review of business plans, decisions, and opportunities
  • Ongoing financial planning and advisement
  • Access to financial organization and management software and tools

Cost: Starting at $2,500 per quarter

Based upon the complexity of your situation and the responsibilities delegated to us.


I am a business owner who needs additional services for my successful business to help it run efficiently, retain talent, and grow to the next level.

Add-On Business Consulting Services* **

  • Business retirement plans (401k, pensions, etc.)
  • Business process and workflow planning and improvement
  • Employee financial education classes
  • Buy-sell agreements
  • Exit strategies
  • Succession planning
  • Bookkeeping setup and maintenance
  • Tax return preparation
  • Client relationship management system and workflow designs
  • Time management training
  • Communication improvement
  • Leadership development training
  • Employee financial planning at group discount rates

Cost: Starting at $1,000 

Based upon the complexity and timeframe of the project as well as the responsibilities delegated to us.


* Tax preparation, bookkeeping, and complex tax advisement is offered through our sister company Great Path Tax Services. Additional fees may be incurred, discounted, or waived based on each individual situation. We will also work with your current accountant, bookkeeper, or CPA in developing tax strategies if desired.

** We do not offer legal advice or legal document preparation. We discuss and assess courses of action in conjunction with your business and/or estate planning attorney.