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Services

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 costs between $5,000 and $12,000, depending on complexity, and generally includes an investment managment relationship since any investment fees offset the planning fee.  For example, let’s say a client has a planning fee of $5k.  If this client has over $500k managed, they will not pay any additional fee for financial planning.  A client with $400k managed would pay $1k to equal the planning fee.

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 minimum annual fee for Ongoing Financial Planning, which is offset by any investment feesFor example, let’s say a client has a planning fee of $5k.  If this client has over $500k managed, they will not pay any additional fee for financial planning.  A client with $400k managed would pay $1k to equal the planning fee. 

Learn More About Becoming a Client

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