Our Services

We offer financial coaching and financial planning services.

Financial Coaching

We want you to have confidence and be less stressed when it comes to your money. We offer short-term coaching packages to help you get organized and focused. Each coaching package includes guidance and assistance with: 

  • Building an emergency fund
  • Budget help
  • Finding ways to save money
  • Improving your credit
  • Getting organized

Price details coming soon!

Services_financial planning

Financial Planning

Our Financial Planning services provide a comprehensive review of you financial situation. We use our multi-step process to guide you through the five major categories of financial planning. We create a customized plan to address your concerns. We provide accountability by continuously monitoring your progress and periodically reviewing and tweaking your customized plan. As needed, we will work collaboratively with other professionals like your attorney and CPA. 

Click on the image below to learn more about the Financial Planning Topics we cover when we work with you.

Financial Planning Topics

Financial Planning Fees

Monthly Accountability Package
Cost:

$500 upfront plus monthly fee starting at $209 per month

Description

Our ongoing planning package allows for on-demand financial planning. Over a period of 12 months, we will meet multiple times to create a comprehensive financial plan. We will address your major pain points, establish both short-term and long-term financial goals, chart your accomplishments and track your net worth. We will provide recommendations and guidance in all areas of your finances.

What Do You Get?
  • All of your financial pain points addressed
  • A customized plan to help you reach your goals
  • Guidance in implementing all recommendations
  • Accountability to help you stay on track
  • Help growing your net worth over time
  • On-demand assistance, including email support
  • Online client portal for viewing all your financial accounts in one place (optional)
  • Objective advice with NO product sales

Who is This Option Best For?

This option is best for anyone looking for a customized plan presented over time with ongoing accountability and support.

One-Time Plan
Cost:

Based on complexity, starting at $2,495 (1/2 due upfront)

Description

The Comprehensive Plan is a snapshot of your current financial situation. First, we meet to discuss your personal situation. Next, we develop a comprehensive plan for you, complete with recommendations. Last, we meet again to present the recommendations on every major planning topic as it relates to your current life stage. This includes, but is not limited to the detailed planning topics shown above and will vary based on your unique situation.

What Do You Get?
  • Two 90-minute meetings
  • A full evaluation of your current financial situation
  • A final, written report containing recommendations for saving money, growing net worth, and protecting your family’s future
  • Objective advice with NO product sales
Who is This Option Best For?

This option is best for those wanting a one-time, customized plan and who like to “DIY”. 

Quick Start
Cost:

$695

Description

With the Quick Start Program, we create a plan to address your biggest pain point. Examples include getting out of debt, saving to buy a home, starting a college fund or saving for retirement. 

Based on the topic of your choice, we review your personal financial documents and meet to discuss. After the meeting, we provide written feedback and recommendations, including instructions on how to implement it.

What Do You Get?
  • One 90-minute meeting
  • Customized feedback on your most urgent financial pain point
  • Recommendations designed to save you money and help you meet your goal
  • Objective advice with NO product sales
Who is This Option Best For?

This option is best for those needing to focus on one particular area, such as budgeting or paying off debt.

Not sure which option is right for you?

Click below to schedule a free consultation to discuss your needs.

Optional Investment Management Services 

In Partnership with First Ascent

Our firm has formed an alliance with First Ascent Asset Management, an SEC registered investment advisor, to provide portfolio management services to our clients. These services include portfolio construction, trading and rebalancing, account administration, performance reporting, and billing. 

We are excited about our relationship with First Ascent. Partnering with their team of portfolio management specialists allows us to dedicate more time to serving our clients. 

We selected First Ascent because of the experience of their team, the depth of their capabilities, and the objectivity of their advice. Their investment team includes: 

Scott MacKillop, JD. Scott has over 40 years of financial services experience. He is the founder and CEO of First Ascent Asset Management. 

Patrick Krulik, CFA. Patrick has over 14 years of financial services experience. He is the Chief Investment Officer of First Ascent Asset Management. 

Independent Members of First Ascent’s Investment Committee.

Charles Burgess, CFA. Chuck has over 15 years of experience as a Senior Portfolio Manager at Frontier Asset Management, and Senior Fund Analyst at Oppenheimer Funds. 

Mary Kathryn Campion, Ph.D., CFA, AIFA. President and Founder, Champion Capital Research. Dr. Campion has decades of experience as a financial economist and portfolio strategist. 

Shane Morrow, CFP®, CIMA, CAIA, CFA Level II candidate. Shane has over 15 years of financial services experience. He is Managing Partner of IronBridge Wealth Counsel. 

Geoff Selzer, CFA. Geoff has over 20 years of financial services experience. He served as a Senior Vice President at Envestnet/PMC and as Director of Consulting Services at Prima Capital. 

Merrill Stillwell, CFA. Managing Partner, Blue Mountain Investments. Before founding Blue Mountain Investments, Merrill was an analyst at Denver Investments from 2010-2014. 

We are pleased to harness the experience and insight of this team for the benefit of our clients. Please refer to First Ascent’s ADV for more detailed information. 

Boundless Financial Investment Management Services

Investment Fees

Investment management is available to clients enrolled in the ongoing Financial Planning Accountability Package.

No account minimums required.

Contact us for more details.