Wealth Management and Financial Planning
- Starts at 1% of the account value that we’re managing for you using our innovative and tax-sensitive approach to investment management.
- Our fee gets lower as your money grows
- No minimums
- All the time you need with your dedicated financial planning expert to help you at every step of the way.
- For most clients, this also includes:
- Tax Preparation
- Financial Coaching and Behavior Change
- Estate Document Preparation through Trust and Wills
- Ongoing Holistic Financial Planning so you know that you’re preparing for your future in the most effective way
- For most clients, this also includes:
Alternatively, we also work with clients whom are uninterested in having us manage their funds. Instead you can choose to keep us on retainer and work with us throughout the year.
Single Income Households
Whether it be developing a plan to get a better handle on your debt, figuring out how to invest your money, or answering any questions you may have about any aspect of your financial life, we’ll help you figure out what you should do for everything and make it easy. This is the first step to accomplishing true progress.
You’ll receive a targeted, step-by-step plan to hit your personal goals on your timeline.
As a result of signing up, you’ll get as many calls with your dedicated CFP as you like for 12 months.
Double Income Households
Our goal will be to help you and your spouse make strides together to bring peace to your finances in a simple, easily digestible way. How we’ll do this is, we’ll analyze every aspect of your financial life and in doing so, figure out a step by step plan and hold your hand to make it easy along the way.
Throughout the year, you’ll get as many calls with your dedicated CFP as you’d like for 12 months.
If this sounds fair, click here to schedule our first appointment.
Want to know more about what we do in exchange for our fee? Click here for our list of services.
