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I value honesty and transparency.

Let’s have a real conversation about where you are and where you want to be.

Let's Connect

YOUR FINANCIAL NEEDS ARE DEPENDENT ON YOUR LIFE.​

Wherever you are in life, I don’t tell you what we are doing, I educate you on why we are making these decisions together.

AT MORTON FINANCIAL ADVICE, WE DO THINGS DIFFERENTLY:​

We want you to know exactly what it will cost for the value you will receive.

I WANT YOU TO UNDERSTAND THE PROCESS:​

What I will do, how I will do it, and what you will get. Together we will make informed decisions that suit your life.

Become confident in your financial success:

Full Financial Planning

During our meetings together, I will help uncover how you truly want to spend your time, money, energy and attention.  You’ll gain confidence with an actionable plan and a holistic view of your financial opportunities.

this service includes:

Detailed exploration of each budget category.

Review of each account and debt management strategies (pay-down strategies).

Drill-down into each potential tax-saving strategy.

Review of your emergency fund needs.

Analysis of each type of insurance to ensure it is the best fit.

Detailed planning for cost of education.

A detailed look into your current savings and goals for retirement. Includes future projections.

A detailed review of investments and asset allocation.

Review of any necessary estate planning goals.

PRICING

$3,500 for singles, $6,000 for couples

We will have six meetings over the next 2 months

Meetings 1-3

Exploration, Aspirations, and Strategy

My primary focus is to get to know you and what you truly need to enjoy a fulfilled life.

Meeting 4

Review and Visualize

Together we will review your current financial status and visualize your potential future.

Meeting 5

Planning

We will review all recommendations together and discuss an action plan.

Meeting 6

Closing

Review portfolio recommendations, specific trades, and any final questions

Accountability (OnGoing)

Like the Full Financial Planning meetings, we will ensure we are a good fit, but after our closing meeting, you and I will implement the plan together. I become an accountability partner for action items, continuously providing accessibility, support, and advice.

In addition to everything in the One-Time plan, this service also includes:

  • Wealth Management: Let me handle making market moves and take that stress off your to do list.
  • Tax Planning: I will help monitor your tax prep and work directly with your accountant to answer those pesky questions.
  • 2-3 Meetings per year: You don't have to remember, I'll schedule a good time to check-in on your life, the plan and make sure you're confidently on track.
  • Client Monitoring and Updates: In between those meetings, I'm making sure nothing will knock you off course.
  • Questions? I am available to you, anytime.

PRICING

$8,400 / year + $1,200 for each $1m in Net Worth 

See Example

(i.e. if your Net Worth is $2.5m it’s: $8,400 + $2,400 = $10,800 / year)

Quarterly meetings

WINTER

We start the year updating your Net Worth and setting up new savings goals for the coming year. We also prepare for tax filing.

SPRING

Let's get together to review how the year is shaping up and what is new with you and your family. We update the future plan and do a portfolio review.

SUMMER

This is a great time to enjoy life, so I'm not going to interrupt yours! I monitor the markets and your unique plan to ensure we stay on track. Got a question, get in touch!

FALL

We meet to review your fun summer and get ready for year-end tasks. Now is the time to implement any last-minute tax planning strategies and adjust for unknowns that occurred during the year.

I am supportive and attentive,

being an accountability partner to ensure your success and confidence in the journey.

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Hourly

For clients who have specific questions or want a check-in on their current plans.

this service includes:

  • If you want professional advice and support of your own financial plan and future, I offer advice and services by the hour.
  • This is a great way for do-it-yourself folks to get a second opinion or support.
  • Only pay for the time we spend together.

PRICING

Hourly ($360/hour)