We do what's best for you. Every time. 

Leading Edge Financial Planning, LLC is a fee-based financial services firm that is independent from the broker-dealer world. No ties to a big box firm or the pressure that comes with those firms to sell a certain product. 

Mike believes that as life changes on an ongoing basis, your plan should follow suit. 

As a Personal CFO for your home or business, Mike focuses on hearing your needs (where you are and where you want to go) and helps you to create a comprehensive plan. Mike is licensed in all insurance lines as well.

And that's why he created a  Financial Planning Model to fit your specific needs.

 
 

Financial planning shouldn't be a once a year meeting where you dust off your file, get told you don't have enough life insurance - and that's it.

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Leading edge essentials

$50/month + $199 Onboarding fee

Includes, but not limited to:

  • Vision Meeting: Brainstorm financial goals for the future for your family and/or business

  • Assessment & Planning meeting with a Financial Plan with professional planning software.

  • Personalized financial planning website access

  • Consultations available for: major purchases; retirement, college plans or estate planning

  • Independent financial proposal or financial product evaluation

  • Strategic quarterly action plan session to move towards financial goals

  • Annual Financial Plan update and review based on client’s personal vision

Leading Edge ADVANCED

$100/month + $299 Onboarding Fee

 

Leading Edge Essentials Plan PLUS: 

  • Financial planning webinar event access

  • Annual insurance policy review

  • Detailed investments review

  • Accountability around ongoing Financial Planning tasks

  • Follow up & assistance to implement recommendations or action items (Up to 3 hours)

 

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LEADING EDGE PROFESSIONAL

$150/month + $399 Onboarding Fee: 

Leading Edge Advanced Plan PLUS;

  • End of year tax planning meeting and tax return review

  • Annual estate plan review

  • Assistance in implementing estate plan or tax strategies (Up to 3 hours)


PERSONAL CFO FOR SMALL - MID SIZE BUSINESSES

Price varies based on company size 

As a Personal CFO for your company, this plan would include everything in Leading Edge Professional Edge Plus (but not limited to): 

  • Offer Financial Counsel on large decisions

  • Assess & evaluate compensation plan (bonus & incentive structures)

  • Review Insurance, buy/sell agreements

  • Assist in mergers & acquisition transitions

  • Retirement Planning for employees & leadership

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