Financial planning for
professionals.
Finances can be overwhelming, and long term financial planning can require expertise and careful strategy.
Exploration
To do our jobs well, we first need to learn about you. We need to go beyond the balance sheet and find the things you care about and what’s important to you.
Discovery
Identify and assess the specific needs and opportunities to develop a targeted approach. This is often an ongoing search for new ways to enhance your cash flow and existing capital to get the most out of your life.
Plan Execution
Finally, the fun part! Implement the strategies we’ve discussed and periodically reevaluate them to ensure they are aligned with your goals and aspirations.
Straightforward pricing.
| AUM | Fee |
|---|---|
| 0 - 1,000,000 | 1.5% |
| 1,000,001 - 2,000,000 | 1.25% |
| 2,000,001 - 3,000,000 | 1% |
| 3,000,001+ | Negotiable |
Frequently Asked Questions
If your question isn’t answered here, book an initial meeting and ask us then!
-
This subscription includes four meetings annually (one per quarter), as well as any email or phone correspondence you may need in the meantime. Our communications are always open to you.
-
No! We have clients all over the country, so most of our business is done on Zoom.
-
We don't just help you with portfolio management, but also will help you learn strategies for debt management, estate planning, tax planning, and others to put you on a path towards success.
-
Yes! Operating as a fiduciary means that we are required to put our clients ahead of our own.