Financial Wellness Services

Our experience in financial services gives us a broad background in personal finance issues, and we are able to work on almost anything related to personal finance. Most of our clients are looking for Ongoing Wealth Management relationships, as we are at our most effective working as your partner, coach, and co-pilot – we can be as involved in your finances as you want us to be, while keeping you in the driver’s seat. We’re extremely flexible, and happy to build a plan that fits your needs, within your budget.

As a Certified B Corp, one of our missions is to increase access to financial services for those who need them. These services are included for all our wealth management clients at no additional cost, but we have gone a step further and made our services available to everyone who needs them, on a sliding fee scale based on your ability to pay so that we can work on whatever problem brought you to us without having to sell you products or services you don’t want or need. This option is typically best for clients who need our services for a single engagement, or to solve a limited set of issues that don’t require a financial product to solve, just our advice. Services include:

Budgeting • Cash Flow • Debt • Credit • College Funding • Student Loans• Home buying • Marriage & Divorce • Retirement • Insurance • Investment Strategy• Estate Planning • LGBTQIA+ Issues • And more.

Digital Tools

Take control of your financial life through our secure, integrated technology suite

We’re committed to being a “no-minimum” firm, so we’ve developed this fee schedule to enable us to cover our overhead while still helping those who need our assistance, and because we never want you to feel like we have to sell a product to get paid. We view financial products as potential solutions to whatever brings you in the door. If a financial product is a suitable solution for your needs, and we earn a commission as a result of our work together, our fee is waived. We also have no minimums on our investment work, and this can, depending on the size of your accounts with us, waive our fee as well. We are always happy to discuss this further and answer any questions, so just click the link on the bottom right corner of this page to schedule an appointment.

Fee Schedule

Income               Hourly Fee*

$ 45,000                    $ 75.00

$ 60,000                   $ 100.00

$ 100,000                  $ 125.00


(*Note: We reserve the right to determine the length of the hour. All hours start at 60 minutes, but we adopt Einstein’s’ theory that time is relative and some hours can actually be longer than others)

However you choose to work with us, our practice covers these areas:

We are very proud of the holistic nature of our work, and have created a Cadre of Allied Professionals* in order to fully meet our mantra of “Empowering Financial Wellness.”  We are driven to make sure our clients and their families have their entire financial houses in order, and have discovered that we need to have a group of ‘experts’ to turn to for the “heavy lifting!”

Senior Care Specialists

This group of professionals (who are all MSW, LCSW, C-ASWCM, or similar) is very proficient in helping families create a plan for their aging adults.  They liken themselves to the “Healthcare General Contractor” to build this needed program. They will be with the family every step of the way, from initial assessment to determining the level(s) of care needed, to implementation of the plan.

Medicare Planning and Insurance

These days there are many plans and solutions to solve the Health Insurance problem for Seniors.  And, more and more rules and deadlines all the time! These experts are trained to help find the proper solution, in the correct time frame, with the correct benefits to fit the clients needs. They will fully discuss the options, educating the client and building the plan with your needs and concerns in mind.

Student Coaching Service

This service is able to help college bound students with Test Prep, Scholarships and financial aid, applications, essays, school selection, interviewing and resume writing and tutoring in specific subjects that may be needed. We work with professionals that are members of the IECA, who are held to a higher ethical standard.

Mortgage Origination Experts

These experts know their way around the mortgage business and have multiple mortgage options which helps them ‘shop’ for solutions.  These folks handle both Forward and Reverse Mortgages (which are tricky, but have enabled a number of our clients to retire with dignity when used properly), as well as Lines of Credit. They are able to tackle the really tough situations, and have helped rescue some financial situations.

Attorneys and Elder Law Attorneys

These Attorneys have special practices set up in order to work through the legal maze of documents needed.  Elder Law, especially, has a lot of unique problems that need to be solved in order to protect and pass a family’s estate correctly. We will help direct you!


We are pleased to be working with a number of CPAs with varying specialties. Accounting is a huge field and we decided long ago to find CPAs with different focuses. We will direct you to a firm that fits your needs, from simple returns to complex estates.

Want to Learn More?

Let’s get together, either in person or virtually.

* Common Interests, Max Mintz, Robert Goellner, Vanderbilt Securities LLC, Vanderbilt Advisory Services or any employee, officer, or director are not responsible for any actions or inaction taken or not taken by any member of the “Cadre of Allied Professionals” (“CAP”);  and no person or entity listed herein receives any hard dollars or soft dollars from persons or entities that are part of the Common Interest “CAP” and/or any person employed by any entity in the CAP