Our fixed-fee approach is transparent and based entirely on the complexity of your situation...
... Because your level of wealth should not dictate how much you pay
We are proud to be part of the financial planning profession. We should not be confused or compared with traditional wealth management. We believe that charging fair and transparent fixed fees will ensure we form a lifelong relationship that will enable us to give you financial advice in a way that most improves your life.
Our fees are very different than the norm in the traditional financial advice industry, where charging a percentage of your investments, regardless of performance or the work involved, is common place. We want to be measured by the impact your decisions have on your life, not on your investments' relative performance against an index or a benchmark.
Your Financial Planning Investment
With our fixed-fee structure you will always know exactly what you are paying for and what you will get in return.
START WITH A
A complete review of where you stand financially so you can make better decisions and solve immediate financial issues.
Assessment of your current financial position. Including but not limited to
Long term projections
Exploration of your goals and objectives
Development of an implementation plan so you can start taking action
Starting at $3,000
Check-ins* starting at $1,900
CONTINUE WITH ANNUAL
An ongoing realationship with us so that you can take a proactive approach to managing your finances and your life.
Bi-Annual financial planning meetings. (or as needed)
Ongoing investment strategy calibration
Goal progress update
A partner to motivate you to stick to the plan
Ongoing guidance on what to do and what not to do in certain financial situations.
Starting at $2,400 per year
*Update your financial assessment every few years or when you go through a significant life event.
COMBINE THE TWO
First Year Package
For those who know they want more then just an assessment and want to establish the beginning of an on going relationship
A Comprehensive Finanical Assessment
One year of Finanical Planning
Help with implementation to get you moving in the right direction
At least two meetings to discuss habits and update the plan after the assessment is complete
Starting at $3,900
The amounts are for illustrative purposes only, and while they indicate the complexity and our fixed fee structure, the amount your plan falls into will be confirmed once we know you better. For example, if you are a shareholder in a complex corporate structure but your needs are more straightforward, we may not charge for the complexity of understanding the corporation.