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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

UNDERSTAND YOUR FINANCIAL FUTURE

Wherever you are in life, I don’t tell you what to do. 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.

Be confident in your financial success

Full Financial Planning

I will help uncover how you truly want to spend your time, money, energy and attention.  You’ll gain confidence with a financial action plan and a complete view of your financial opportunities.

this service includes:

Budgeting

Detailed exploration of each budget category.

Debt

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

Tax Management

Drill-down into each potential tax-saving strategy.

Emergency Fund

Review of your emergency fund needs.

Insurance

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

Education

Detailed planning for cost of education.

Retirement Planning

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

Investments

A detailed review of investments and asset allocation.

Estate Planning

Review of any necessary estate planning goals.

PRICING

Starting at:
$3,900 for singles,
$5,900 for couples

We'll enjoy the process together

Exploration, Goals and Aspirations

I want to know you and what you truly need to enjoy a wonderful, fulfilled life.

Visualize Future Scenarios

Let's review your current financial situation and visualize your potential future.

Review Recommendations

We'll go over all the recommendations together and discuss the action plan.

Implementation and Monitoring

It only counts if you take action! Let's discuss the steps and monitor for success.

Accountability (OnGoing Financial Planning)

We typically start with the Full Financial Planning service above, but some clients enjoy (ongoing) support of a trusted partner.  I prioritize and track action items, monitor investments and provide information and advice through a defined yearly cadence.  Enjoy comfort and gain confidence that nothing is missed.

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

  • Strategic Wealth Management: Let me handle choosing and monitoring investments. Take the 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.
  • Meetings: Don't (remember to) call me - I'll call you. We'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)

*At no point will the Portfolio Management fee charged to the client exceed 3% of assets under management.

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.

Let's Connect

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)