Strategic Wealth Financial Plan

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You've worked hard to build your wealth-now it's time to make sure it's working for you. My approach to financial planning is rooted in strategy, clarity, and personalization, helping you navigate key financial decisions with confidence.

Before diving into a comprehensive financial plan, we start with a 60-minute Financial Planning Consultation. This call is designed to:

• Gain a clear understanding of your financial situation and goals
• Identify key areas of opportunity and potential challenges
• Outline the next steps for building a strategic financial roadmap
• Determine if you need a financial plan (most people: move to step 2) or just investment management (rare: open and consolidate accounts without the need for a financial plan)

If we’re the right fit and you need a plan, we’ll develop a Strategic Wealth Financial Plan—a tailored, in-depth strategy to help you work towards financial independence and long-term success. We partner together over a typical 3-month engagement to fully evaluate the 5 key areas of your wealth. During this time, you stay accountable to healthy processes that will help you work towards goals.

Comprehensive Financial Plan Fee: Starts at $3,000

This one-time fee provides you with a structured, actionable plan designed to align your financial life with your long-term goals.

This one-time fee provides you with a structured, actionable plan designed to align your financial life with your long-term goals.  The next 2-3 months are utilized to implement our strategies.

Your journey doesn't end at the completion of your plan. You continue to receive support through The Wealth Club Resource Center and 1:1 strategy meetings with Melissa as needed.

Comprehensive Financial Plan Fee: Starts at $3,000

This one-time fee provides you with a structured, actionable plan designed to align your financial life with your long-term goals. 

(Advanced plan available for services such as business ownership, multiple properties, multi-state income, ESOP, etc.)

This process is best suited for individuals and families who:

• Have accumulated wealth and want a trusted professional to guide them
• Are looking for proactive tax strategies and estate planning insights
• Want to build a legacy while managing financial complexity
• Prefer professional financial guidance over DIY investing

If this sounds like you, let’s take the first step toward optimizing your financial future.

Click below to schedule your Financial Planning Consultation and take the first step toward clarity and confidence in your wealth strategy.

🗨️** "As a business owner, my goals include tax savings, planning my own retirement and supporting my aging parents. Melissa understands and celebrates my goals and accomplishments. She helped me establish a plan and is committed to assisting in future wealth management."  -Sarah P.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Asset allocation does not ensure a profit or protect against a loss. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.