Our first meeting together is an opportunity for us to get to know each other. Learning about your personal values and gaining an understanding of your goals will help us collaboratively frame and develop your personal financial plan.
Confidence comes from knowing what you have, understanding what you save or spend, and planning for where you’re going.
Investment confidence is not about predicting the markets. It’s about having a plan when markets are unpredictable.
Understanding your income sources, your company benefits, and entire net worth helps us think strategically to ensure you are taking advantage of opportunities available to you (tax planning, 401(k), college planning, etc.). We’ll also help build your team by working with your CPA, your Attorney, and other professionals to ensure everyone is on the same page; keeping you and your families goals in mind.
When it comes to income, what you keep is as important as what you earn.
Reviewing your company benefits and ensuring you’re taking advantage of the entire plan can add up to thousands in savings each year.
The desire to help our children pay for college can be daunting.
Every family dynamic is unique. If financial stress is part of yours, we can help.
Planning for the unexpected is a crucial step in protecting your financial plan. We don’t sell insurance or any other products, but we will help facilitate conversations with experts in risk management (life, disability, home/auto, and long-term care) and estate / legacy planning to help identify if you and your family are adequately protected.
Preparing for the unexpected can bring peace of mind and make things much easier for our loved ones.
We spend a lot of time together building your plan. Now let’s protect it from the unexpected.
In order to deliver great service to clients, we limit the number of families we serve. By doing so, our clients receive the personal attention and focus they deserve. Our clients typically have investment assets of $1 million or greater (resulting in a minimum quarterly fee of $2,500). We may reduce this fee requirement based upon certain criteria.
Assets Under Management
Annual Fee (%)
|On the first $1,000,000||1.00%|
|On the next $4,000,000||0.75%|
|On the next $5,000,000||0.50%|
|For portfolios greater than $10,000,000||0.25%|
* Upfront Planning Fee: $2,500 (note: waived for portfolios greater than $1,000,000)