THREE SERVICE OFFERINGS TO MATCH YOUR GOALS
Wealth
Management
Our Wealth Management offering combines investment management and ongoing financial planning.
Investment
Advisory
Our Investment Advisory solution provides investment management without ongoing financial planning.
One-Time
Financial Plan
Our One-Time Financial Plan is for Investment Advisory clients who need a financial plan or for those DIYers who need a second opinion.
Client Service Calendar
Wealth
Management
The first year you can expect to meet four times with us in in which we get clear on your ideal life, look at your financial picture, review options going forward, and answer your pressing questions.
Subsequent years have two planned meetings (spring and fall) to discuss investments, taxes, planning and more. Some years we'll have an additional meeting or two depending what's happening in your life.
Investment
Advisory
The first year will feature two meetings in which we get clear on your goals and objectives. We will create an investment policy statement that will guide our portfolio management decisions.
Subsequent years have one planned meeting to discuss investments, performance, and to perform any necessary contributions or distributions to the accounts.
One-Time
Financial Plan
The first part of our engagement is dedicated to discussing your current financial situation, your goals, and data intake. We then take the time to put together our written recommendations.
We then meet for a plan presentation where we give you our recommendations. After the presentation you have 30 days to reach out to us with further questions or clarifications via phone or email.
Ongoing Relationships
Our wealth management and investment advisory clients also receive:
Continuous investment management and advice
Help with all investment account paperwork
A client portal and mobile app
Anytime access (email, phone, video, meetings)
Periodic check-ins to discuss important deadlines
Quarterly investment reporting