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Services

Financial Planning

Where are you now? Where do you want to go? Let’s develop a plan to get you there.

Investment Management

Full-service investment management with access to low-cost, tax-efficient portfolios.

Financial Planning Helping You

We Are Here To Assist

Managing your money doesn’t have to be difficult or overwhelming. A lot of times we have the best of intentions to get started saving or investing for the future but then life gets in the way. This is understandable because we’re all busy and have different priorities that need our attention. We are here to help you. We act as a long-term partner to simplify your decision-making process and help you implement your plan so you can get the most out of your money.

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Pricing Information

Financial Planning

1) One-time fee for short-term planning. These plans start at $500 and can go up to $10,000 depending on the scope and complexity of the client’s situation. The areas covered are:

  • College planning
  • Cash-flow/budget review
  • Investment portfolio analysis
  • Income tax planning
  • Insurance overview
  • Retirement planning
  • Estate planning
  • Life goal planning
  • Comprehensive financial planning

2) A subscription fee for ongoing financial planning starting at $200/month.

Investments

Investment management has an asset-based fee schedule associated with it as shown below:

01 Fiduciaries

We are obligated to always act in the best interest of our clients. This is called the fiduciary standard. This is in contrast to the suitability standard which a lot of advisors act under allowing them to sell you products at higher commission rates which may not be in your best interest.

02 Transparent Pricing

Always ask how your advisor is paid. We do not accept commissions from investment companies. We charge a fee for assets under management putting us on the same side of the table.

03 Comprehensive Planning

I am a CERTIFIED FINANCIAL PLANNER and enrolled agent which require on-going education and provides me with the knowledge to offer holistic financial planning advice. I have developed a process to simplify individual’s and business owner’s planning to help them stay informed and accountable.

We Help You Every Step Of The Way

Schedule a no-cost consultation to see how we can help you.

Schedule a complimentary no-cost consultation here