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Fees & Services
Retirement Planning
Do you want to retire or stay retired? Whether that’s now or in the future, let’s get you there.
We’d start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you’ve had some time to think about it and if you wanted to proceed, we’d kick off the financial planning process.
Fee: No subscription requirement. No asset minimum. Starts at $3,000.
Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables
Kick-Starter Roadmap
Are you just getting started in your career? Let’s get your financial future on the right track.
We’d start with a no-fee Discovery Meeting to discuss what you want to get out of financial planning and discuss your vision for your future. Then, after you’ve had some time to think about it and if you wanted to proceed, we’d kick off the financial planning process.
Fee: No subscription requirement. No asset minimum. Starts at $2,500.
Includes all steps of the financial planning process, including client meetings, analysis, and writing your 3 financial plan deliverables.
Investment Management
Do you prefer to have someone manage your portfolio?
If you do, we’d start by talking about what you want to accomplish and what you expect.
Then, after we collaborate, we’d start the process of getting your portfolio in shape.
Investment Management optimizes portfolio efficiency and affords you peace of mind.
Fee: .75% of assets managed.
Where do you go from here?
Whoever you decide to work with, knowing how they are compensated and that they are a Fiduciary will ensure you make the decision more fully informed.