Our Services

We’ll take a 360 degree look at your current financial picture, estate plan and everything in between. Our comprehensive look includes an in-depth look at your cash flow, financial independence, property and real estate, risk management and putting your plan into action.

Planning fee is calculated based on income, assets and complexity with a minimum of $2,000 for individuals and $3,000 for families. Initial fee covers discovery, analysis and one year of ongoing work together. While there is no commitment to renew, we find that comprehensive financial planning works best as a long-term partnership.

 
 

Not ready for a comprehensive plan?  We also offer:

Modular Planning

A look at one area of planning such as cash flow / budgeting, educational funding planning, or investment risk tolerance. 

$500 - $1,500

 

Hourly Projects

This works best for clients with questions that can be looked at in isolation from your overall financial plan. 

$250 / hour


 

Second Opinion

We’ll review and evaluate broker recommendations, existing financial plans and specific financial products. 

$250 / hour


 

Investment Only

Some clients prefer a more hands-on approach with their investments. We’ll assist in helping you to choose the right investments to maximize returns and minimize risk.

 

Disclosure:

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

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