Do you feel overwhelmed managing your money and staying on top of the markets?
Our comprehensive model includes complete financial planning and management of investment assets. The fee you pay will will be based on assets that we have under management (we carry a minimum annual fee). Once certain asset levels are attained, we cap fees so you aren't overpaying for advice.
Our fees range from .25% to 1% annually and are assessed on a quarterly basis.
Minimums on income or assets apply (see Who We Work With)
Our fee minimum for this model is $1,500/yr
Do you love to manage your own assets? Maybe you don't have liquid assets to invest, but still need help setting and reaching your goals?
Whether it's for your business, debt reduction, or strategies to paying for future college expenses for your kids, we have your back.
Our fee-only financial plans start at $1,500 and range to $7,000 depending on complexity.
No minimums for income or assets apply.
Maintenance plans to make sure your plan is on track begin at $500/yr to $2,000/yr
Want to just discuss a certain topic or are looking for help on a one-off situation?
Maybe you're not ready to hire a planning team full-time, but still want advice.
Our consults are $250/hour and no minimums for income or assets apply.