Wealth Management Services
Build Your Financial Freedom
We are equipped to provide you with ongoing financial planning and investment management services. Our team helps you build, grow, and protect your financial future to empower you to design a life of freedom, fulfillment, and joy.
How We Help You Find Your Joy and Purpose
Comprehensive Financial Planning:
Through the collaborative nature of our financial planning tools, we include a review and analysis of your current financial picture, provide personal recommendations, and an action plan to achieve your goals with confidence. We believe that financial planning is most beneficial through an ongoing relationship and partnership to make the greatest positive impact on your success. Topic areas may include:
Cash Flow & Debt Management
Investment Planning
College Planning
Retirement Planning
Tax Planning
Employee Benefits Optimization
Business Planning
Estate Planning
Charitable Giving
Insurance & Risk Management
And much more…
Investment Management:
Our job is to help you achieve your ideal life and your financial resources are often the best tool to achieve your goals. We provide continuous advice and ongoing management through your personal investment plan to ensure your portfolio aligns with your vision, values, and goals.
Our Process
Meet and Greet
We want to ensure we are the right fit for you. During this complementary call, we will get a sense for your goals, assess mutual fit, answer questions about our firm and pricing to affirm next steps.
Learn Our Process
Focusing on your concerns, goals and desires will allow us to understand your unique financial picture. You will learn more about our technology and next steps for onboarding and working together.
Share Your Vision & Get Organized
We will learn more about your vision of financial success to prioritize financial goals. We will also begin to collect information and help you sort through your financial documents.
Make it Happen
We will collaborate with you to analyze and evaluate your financial status utilizing our financial planning software and address the questions that are most top of mind.
Implement the Plan
We will present initial recommendations and action steps with the goal to commit to implementing the top recommendations.
Ongoing Collaboration
We will meet periodically to focus on other financial topics, implement remaining recommendations, and reassess your plan as your life grows and changes over time.
Check out our Frequently Asked Questions to learn how we work together.
Services & Pricing
We want you to feel satisfied with the value you receive and discover a new confidence and ease with your personal finances. Financial planning is an ongoing process, not a stagnant document, that is designed to help you achieve your goals and reach financial success.
Investment Management + Financial Planning
Includes ALL Ongoing Financial Planning Services, plus…
Personalized Investment Management
Risk Tolerance & Risk Capacity Assessment
Asset Allocation Selection
Streamlined Trading Process
Tax-Efficient Investing
Asset Rebalancing
Tax Loss Harvesting
Seamless Integration of Planning and Investments
IDEAL FOR
Busy Professionals, Retirees, & Delegators
PRICING
$2,500 Initial Fee
1%* on assets < $1,000,000
0.75% on the next $4,000,000
0.50% on values above $5,000,000
*Account values under $600,000 are based on the minimum Ongoing Planning Fee and may be greater due to the complexity of your financial situation.
Ongoing Financial Planning
Designed for clients who are on the pathway to building wealth, who prefer to execute their own trades, or who hold much of their wealth inside their business or employer’s retirement plans. We are your collaborative partner to take your wealth to the next level.
Goal Setting & Values
Investment Analysis
Retirement Planning
College Planning
Workplace Benefits Optimization
Life Insurance
Tax Planning
Estate Planning
Business Planning & More!
IDEAL FOR
Mid-career Professionals & Pre-Retirees
PRICING
$2,500 Initial Fee
Individuals: $500/per month* Couples: $750/per month*
*Ongoing Planning Fee may be greater due to the complexity of your financial situation.
One Project Plan
One-time plans provide a quick financial check-up to ensure you are on track to meet your financial goals.
Choose your financial planning topic
Limited 3-month engagement
Starter plan is great for those looking to learn to invest
Client is responsible for the implementation of plan recommendations
The project plan can help you address a specific financial challenge or issue
Get the guidance you need to jump-start your wealth building journey
IDEAL FOR
Early Career Professionals
PRICING
$4,000*
*Pricing may vary based on complexity. 50% is due upfront and the remainder is due at the earlier of 90 days or prior to plan delivery.
