Our Services
Who We Help
Everything You Need In One Place
Our advisory fee includes a comprehensive suite of services designed to address every aspect of your financial life- giving you clarity & confidence to achieve your goals.
01
Advanced financial planning
Creating personalized, year-by-year financial projections and implementing sophisticated planning techniques to make your money work for you.
02
INvestment & Risk Management
Aligning proven investment strategies with your personal financial plan to protect your dream retirement.
03
Psychology of Money
Identifying barriers to financial success and working through potential conflict to promote healthy relationships with money.
04
Foundational Financial Literacy
Guiding the next generation of clients by teaching strong habits and giving them a head start in their own financial plan.
Our Process
The key to successful financial planning is organization. We've organized the various components of this process into 2 primary phases: an Initial Buildout and Ongoing Management.
1. Initial Buildout of Financial Plan
Comprehensive analysis of your financial condition paired with a projection of lifetime cash flow that incorporates your unique goals. Includes an executive summary of Retirement, Tax, Insurance, Investment, and Estate planning recommendations.
One-time project fee of $2,000. An exact quote will be provided if additional hours are expected due to complexity of the plan.
2. Ongoing Financial Planning
Includes review and updates to the completed financial plan. Includes periodic meetings that cover Retirement, Tax, Insurance, Investment, and Estate planning recommendations. Also includes monthly video updates focusing on current events or recent trades.
Billed Quarterly, in arrears, based on a percentage of Assets Under Management (AUM). View our competitve Fee Schedule