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Schedule an Initial Consultation
To determine if we’re the right financial planning firm for you, we invite you to schedule an initial consultation. This no-obligation meeting allows us to discuss your unique goals, assess your current financial situation, and answer any questions you may have. It’s an opportunity for you to determine if our expertise and financial philosophy aligns with your needs.
After deciding to work together and taking care of the legal requirements, like the financial planning agreement, we’ll schedule a Document Review Meeting. This meeting is where we dig into the details of your current financial facts, such as your existing investment portfolio, retirement accounts, cash flow, tax returns, life and loss of medical insurances, and estate planning to name a few. We want to hear what you like about your finances and what you’re ready to change as we begin charting the path forward.
Document Review
Meeting
Financial Plan Creation and Delivery
Once we understand your financial situation, we’ll create a clear, easy-to-follow plan. This plan will outline how to reach your goals and will highlight when to implement the advice. Whether it’s saving for retirement, continuing to grow your assets, or something else entirely. We’ll break down financial concepts into a straightforward strategy and provide personalized recommendations.
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
We’ll help you build a dynamic and comprehensive financial plan, and work together to implement your financial priorities.
Financial Planning Fee is $6,000 per year, billed quarterly
| YOUR MANAGED ASSETS | OUR RATES |
| $0-$2,000,000 | 0.75% |
| $2,000,001-$5,000,000 | 0.60% |
| $5,000,001-$8,000,000 | 0.50% |
| $8,000,001 and above | 0.35% |
*Quarterly subscription waived with $3,000,000 in managed assets.
CONTINUOUS PARTNERSHIP
We provide ongoing planning and implementation to our clients
Financial planning and implementation involve a continuous partnership to ensure your financial plan stays on track and you meet and exceed your goals. We’ll monitor your progress, make necessary adjustments to your plan, and keep you informed of any significant market changes or tax law updates. We’ll also provide ongoing support and guidance to ensure you continue making informed and prudent financial decisions.
