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Comprehensive. Regular Meetings. Unlimited Calls & Emails.

Q. Who’s it for?

A. You want an on-going, pro-active relationship with your financial planner that starts with a comprehensive financial plan, and includes regularly scheduled meetings to keep you on track; plus unlimited emails & calls between meetings.

Want to Learn More?

Book a Free 15 Minute Call

What's Included?

Comprehensive financial plan

At least two meetings to start our relationship

Regular six-month review meeting

Workplace Open Enrollment Advice

Personal Financial Website

Referrals to other professionals within our extensive network

Advice on investment allocation on all investment accounts

Dedicated service model

Unlimited emails/calls

Secure Cloud File Storage


$300 - $1,500 per month

(depending on complexity)

The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation. 

Table of Fees for Services