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Family in the Kitchen

FINANCIAL PLANNING

Comprehensive Financial Planning & Consulting

The goal of financial planning is to give you control of your financial situation, enhance your quality of life, and reduce uncertainty about your future.  We follow a six-step process to help you create a financial plan to work toward your financial freedom.

Financial Planning: Products

OUR PROCESS

We begin by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to help you get where you want to be.  We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to pursue your financial dreams.

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Financial Planning: About Me

FINANCIAL PLANNING PACKAGES

Discover how LEXCO Wealth Management can help you feel more confident with your finances.  Annual financial plans start at $1,750

While many clients choose from one of our planning packages, we recognize that you may desire more customized support. We are pleased to offer a la carte planning services at $275-400/hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the packages or choose your focus area. Hours will be estimated and proposed on a project by project basis before the start of any work.

Financial Planning: Text
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