A glimpse of our services—but we have more in store to get you on track.
We invite you to schedule a call! Ask ANY questions you may have, and we will ask what is important to you.
Our team will help design your customized financial plan. During several strategy meetings, we will review your situation & goals, model how different scenarios affect outcomes, and help educate you on your options.
You will then receive a written document (in PDF) containing specific and actionable recommendations that encompasses everything from tax strategies, employer benefits changes, investment allocation, education funding, concentrated stock analysis (and more).
The cost of Phase 1 planning is $4,500.
Payable in 3 equal installments of $1,500.
You have a decision to make after Phase 1. Do I implement these recommendations on my own? Do I want an ongoing relationship of focused financial planning, and to help implement the findings from Phase 1?
In Phase 2, our team will help implement the recommendations from Phase 1, in coordination with your other advisors (CPA, attorney, etc). We will create an ongoing review schedule to make sure your plan stays on track.
Investment and financial planning costs range from 0.45%-1.40% per year on assets managed by our firm, with a minimum annualized cost of $10,500.
Click here to see the full cost structure.
Yes, we will. We do not offer any in-house products, and our entire engagement is based on the Fiduciary Standard.
In addition, we have passed the rigorous two-year CERTIFIED FINANCIAL PLANNER™ program and the Accredited Investment Fiduciary designation. Why? Frankly, we are all total planning nerds.
👋 Wave goodbye to the days of uncertainty and financial FOMO (Fear of Missing Out). I.E., Stop watching CNBC 24/7
