What we do

Ongoing Financial Planning

Who It’s For:

Clients seeking a thinking partner to help them make better financial decisions so they can prepare a for an uncertain future. They understand they have blindspots they haven’t even thought of and want to have confidence when making important and often irreversible decisions.

What It Is:

If a financial plan is a map, ongoing advice is like GPS navigation. Beginning with the G.U.I.D.E. Process, we’ll be there to help “recalculate” through ongoing communication and collaboration that reflects changes in your life, planning strategies, government regulations and the investment markets.  Topics covered include: Retirement planning, tax planning, investments, cash flow and debt management, college savings/funding, employee benefits optimization, estate planning and insurance reviews.  Check out our demo video and case study.

What It Costs:

Ongoing Financial Planning generally includes an investment management relationship and is subject to a minimum annual fee of $3,600 (offset by the investment fee), with a one-time onboarding cost of between $600-$1,050 for the comprehensive plan, depending on complexity.

Investment Management

Who It’s For:

Investor Clients seek professional knowledge, expertise and support to align their investment strategy with their financial goals.

What It Is:

We design and implement an investment strategy appropriate to your situation, time horizon, risk tolerance and goals. Typically utilized for convenience and to avoid making a drastic and irreversible mistake in a bad market.  Investor clients receive ongoing investment management guidance and service, which can include: Investment goals, Risk tolerance, Asset allocation, Investment Selection, Rebalancing and Investment reporting.

Read our Investment Philosophy

What It Costs:

The cost is between 0.7%-1% of the assets we manage for you. While there are no asset minimums, there will generally be a $3,600 (offset by the investment fee) annual minimum fee which will include Ongoing Financial Planning.

Learn More About Becoming a Client

Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.


  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
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9 Mistakes To Avoid When Retiring Solo ​

Topics Included: Taxes, Social Security, Retirement Fulfillment and more!

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