What we Do and How we do it....
Services &
Engagements
How we can Help
What We Do
Evaluate Your Current Situation
In our planning together, our office will request a number of financial documents to ensure we are being thorough. From here we can holistically evaluate your situation.
Provide Guidance and Recommendations
Once we've audited your situation, we can begin prescribing strategies and ideas to closer align what's on your balance sheet with what's in your heart.
Work with You to Take Action
Once the "blueprint" is complete, we can begin breaking ground and start making progress together. We track this progress and track what's left. This includes working cross-industry with your other trusted professionals.
Areas of Emphasis
Retirement Planning
Investment Management
Tax Reduction
Insurance Review
Estate & Legacy Coordination
Methods of Engagement
Long Term (Delegate)
We believe clients get the most value out of establishing a long-term relationship. This engagement marries financial planning and investment management into one robust service model.
In our first year of working together, we will meet approx. 5 times to organize your financial life. Subsequent years typically require 2 planning meetings (Spring and Fall) as well as quarterly/ad-hoc touchpoints as things change in the financial space.
Flat fees range from $3,000 - $6,000/yr.
Investment Management Fees range from 0.8% - 1.5%/yr.
Short Term (DIY)
This model is best for those who are looking for an expedited one-time audit of their situation. As well as for those who prefer to handle the implementation and maintenance of their plan alone.
Over the course of 3 months, we will meet (at least) 3 times to review all aspects of your financial plan, leaving you with a list of action items along the way that will bring your plan to an optimized status.
Flat fees range from $3,000 - $4,000.