The Path to Becoming a Client
The G.U.I.D.E. Process
Our Financial Planning Process
One Page Plan Meeting
Now it is time to prioritize your action items and start implementing them. We can do some things for you, and will assist you in the areas we can’t do it for you.
As life goes on, your plan becomes out of date. That’s why we have a systematic process in place to stay on top of your finances and keep you on track with your goals, optimize your investments and lower your taxes.
Our price is between 0.7-1% of the assets we manage for you, with a minimum annual fee of $3,600. There is no up front charge if the investments are more than $360k. There is an up-front charge between $600 and $1,050 for the comprehensive plan if the investments are less, depending on complexity.