Financial Planning Process
We believe in building a financial plan that's completely unique to your needs. Our job is to understand your goals and values and gain a comprehensive understanding of your financial situation. From there, we help you determine how to align your finances with those things to help build a fulfilling lifelong strategy for both now and in the future.
A 30 minute phone call to get to know one another and make sure our expertise matches your situation.
If we aren't the right fit, we'll gladly point you to a resource or firm that's better suited to your needs.
Our mission is to get clear on your goals, concerns, and unique financial situation.
We will provide you with a list of questions and required documents before we can begin our analysis.
During this meeting, we provide answers to your questions and explain what's required to reach your financial goals. This is where you'll see exactly how we can help and what it would look like to work together.
At the end of this meeting, we'll ask you to take some time to think about whether you would like to begin working together. We want you to make an informed decision and we encourage you to take whatever time is necessary.
If we decide to work together, we'll regroup to answer any outstanding questions and start the process.
We'll walk you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
Our aim is to make your life simpler. There's no need to burden yourself with tracking the market, choosing investments, or watching your portfolio.
We keep a close eye on your investments, stay up to date on changing tax codes, and monitor your financial plan.
You will receive a client portal to view your accounts with us. We offer online scheduling so you can get ahold of us at your convenience.
We will proactively reach out to you two to three times a year to touch base. But we are always working behind the scenes and just a quick call or email away when you have questions. We expect you to keep us informed when you experience life changes or adjustments to your goals or financials.
Wealth Management Services
Your personal CFO and partner for managing all things related to your financial life.
Why Fee Only?
As a fee-only financial advisor, We are committed to only being compensated by our clients. In other words – we don’t accept fees or commissions from the sale of financial products. We're only paid by our clients, which eliminates potential conflicts of interest. We are also bound by the fiduciary standard, a legal obligation to always put the interest of our clients above our own. We take these obligations very seriously. It’s an honor to work with our clients and to build lifelong relationships. This fee structure allows us to continually work in a way that’s truly best for them.
We are solely compensated based on a tiered percentage of assets under management. This fee covers our investment management services. For clients with over $500,000 we include financial planning services at no additional cost.
|Amounts Above $3,000,000||0.25%|
One-Time Financial Planning
On a limited basis, we offer one-time financial planning. We create a financial plan and provide recommendations without ongoing service.
Pricing is based on complexity and the time involved. Typically the cost will range between $2,500 and $5,000.
Please contact us for a quote and our availability.