Services
COMPREHENSIVE FINANCIAL PLAN
($4,800- Initial Plan)- Comprehensive Financial Picture
- On-going Financial Training & Consulting
- Easy and clear steps to implement
- Accountability to get on track
- Assist you in getting things done
- Clarity with decision making
- Navigating life transitions
- Access to advisors
ON-GOING PLANNING ENGAGEMENT
($200 per month - after Initial Plan)- We will meet periodically to implement and monitor the plan
- Access to advisors
*Monthly planning fee is waived for Investment Service Clients with over $500,000 of managed assets
INVESTMENT SERVICES ENGAGEMENT
(0.65% - 1.00% Annual Advisory Cost for Services)*Depending on account sizes and complexity there may be adjustments to pricing to fit the needs of the client.
COMPREHENSIVE FINANCIAL PLAN
($4,800 - Initial Year)- Comprehensive Financial Picture
- On-going Financial Training & Consulting
- Easy and clear steps to implement
- Accountability to get on track
- Assist you in getting things done
- Clarity with decision making
- Navigating life transitions
- Access to advisors for full year
ON-GOING PLANNING ENGAGEMENT
($200 per month - after Initial Year)- We will meet periodically to implement and monitor the plan.
*Monthly planning fee is waived for Investment Service Clients with over $500,000 of managed assets
INVESTMENT SERVICES ENGAGEMENT
(0.65% - 1.00% Annual Advisory Cost for Services)*Depending on account sizes and complexity there may be adjustments to pricing to fit the needs of the client.
Our Process
Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.
Whether you prefer to meet online or in person, we value your time and are committed to working with you when and where it works for you. Here's what you can expect during our time together.
Figure out if it makes sense to work together
- Begin learning what it's important to you
- What brings you here?
- What do you want to accomplish
- What happens next?
- Outline goals and trade-offs
- Align your objectives with your values
- Identify immediate needs and potential options
- Outline next steps and action items
- Set up long term plan
- Determine what obstacles are in your way and how to work around them
- Review the complete financial plan
- Set up long term planning goals and check in with how to accomplish obstacles
- What's pressing and how we help you stay on track
- Coordinate with Tax Preparer and Estate Planning attorney
- Receive timely information and checklists to keep up to date on the plan
- Meet or connect by phone/email to help you get things done
- Meet personally when needed
- At the end of the year we will summarize what happened and what's next
-
Accountability Check-Ins
- Receive timely information to keep up to date on the
plan and help you get things done
- Receive timely information to keep up to date on the
- Advisor Access
- Meet or connect by phone/email to navigate life’s
curve balls
- Meet or connect by phone/email to navigate life’s
-
Team Approach
- We’ll coordinate with your tax preparer and attorney
-
End of Year Review Meeting (about 90 minutes)
- What happened and what’s next
