Services
We provide 3 different models of how we can work together based on your needs.
On-going financial planning & investment management
For the individual who wants on-going advice about many different topics and prefers to delegate.
Planning
Retirement Plan Development and Implementation
Investment Selection and Management
Estate Planning
Review
Tax Strategies and
Planning
Support
Two in Depth Planning Reviews Annually
Unlimited Communication and Meetings on Your Schedule
Collaboration with Other Service Professionals
Resources
Account Monitoring
Monthly Newsletters
Financial Planning Tools
The fee for this service is a percentage of the assets that we manage for you. We bill monthly in arrears.
On-going financial planning
For the planner who enjoys managing their own investments or the young professional who needs on-going guidance, but may not yet have the assets accumulated.
All the same planning, support, and resources as the On-Going Financial Planning& Investment Management, but you maintain control of the investment management.
$3,500/yr billed quarterly.
One-Time Financial Plan
For the DIY investor who wants a road map, but not necessarily an on-going relationship.
Portfolio Review and allocation report.
Detailed financial plan with recommendations to guide you towards your desired outcomes.
30 days of follow-up and support after receiving the plan to help you implement features of the plan and answer questions.
$3,000 Half due at engagement and the other half due by the completion of our 30-day window.