Our Fees & Services

Ongoing Planning

We want to help as many people and in a relationship that works best for you. Some may want a financial plan, investment management and
ongoing financial planning. Building a trusted, meaningful partnership towards your goals.

Visual representation of a transparent financial advisor fee structure, highlighting clear, straightforward pricing for financial planning and wealth management services, fee only, fee based

What Do A Financial Plan & Ongoing Planning Include?

High Earner & Entrepreneur
Life Planning
College/Education Savings
Risk Management Analysis
Debt Payoff Plan
Cash Flow Planning
Retirement Strategy
Investment Management / Planning
Company Benefit / Employee Benefits Analysis
Tax-Advantaged Investing
Tax Planning
Major Life Decisions Planning & Analysis
Estate Planning
Insurance Planning
Equity Compensation Planning
Business Entity & Owner's Pay Analysis
Semi-annual Review Meetings & Check-Ins As Needed
Retiree
Advanced Tax Planning
Retirement Income Strategy
Social Security Analysis
Roth Conversion Optimization
Insurance Planning
Asset Protection Analysis
Estate Planning
Long-Term Care
Exit Planning
Real Estate Analysis
Gifting Strategy
Major Life Decisions Planning & Analysis
Charitable & Philanthropic Planning
Health Insurance & Medicare Analysis
Semi-annual Review Meetings & Check-Ins As Needed

Are you looking for a one-time check-in rather than an ongoing relationship?

While you have the time and enjoy investment management and financial planning, you're seeking specific answers.

Hourly Consulting
We will review your current situation and specific questions you have.
One-Time Financial Plan
We will collaboratively create, over several meetings, an actionable financial plan that addresses the most important areas of your financial life, aligns with your personal goals, and puts you on the path to success. Once we have reviewed your actionable financial plan, you may consider ongoing planning or choose to do-it-yourself going forward.

We want to help as many people and in a relationship that works best for you.

Some may want guidance on investment management. You may enjoy doing your own financial planning, or life isn't complex enough to
warrant paying the financial planning fee, but you still want to a relationship with an advisor to lean on when needed.

Let your dreams take flight!
Schedule a Call
(720) 729-2500
hello@thefinancialtakeoff.com
Based in Denver, CO & Cincinnati, OH
Virtually servicing clients around the world
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You should always consult with your financial, tax, or legal professional before making any financial decisions. This material is intended for education purposes only and does not materially constitute a solicitation for the purchase or sale of any securities.
Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance and future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
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