Services

Easy to Understand Planning and Investment Options

Comprehensive Planning and Investment Management

Combine Ongoing Financial Planning and Investment Management into one package.

AUM Fee 0.9%/Ongoing Planning $125mo

(AUM Minimum $250,000)
  • Develop your goals
  • Customized Portfolios
  • Coordinated Portfolio Rebalancing
  • Company Benefit Review and Maximization
  • Align your managed, non-managed and other accounts with your risk tolerance and goals
  • Tax Loss Harvesting
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fitting the puzzle together

Flexible Options To Fit Your Needs

INVESTMENT MANAGEMENT
AUM Fee: 1.0% Annually
  • No-Minimum to start
  • Aligned with your risk tolerance
  • Ongoing research, selection, and monitoring
  • Regular Portfolio Rebalancing
  • Quarterly Newsletter
  • Anytime access (email, phone, and scheduled meetings)
Ongoing Financial Planning
First Month: $500
Ongoing: $150/mo
  • MoneyGuidePro Portal
  • Monthly or Quarterly Review Meetings as needed
  • Setup and Plan Creation
  • Budget creation, review, and analysis
  • Accountability Updates As Needed
  • Anytime access (email, phone, and scheduled meetings)
Hourly Projects
Hourly Fee: $300 (2 Hr min)

Hourly based projects to address your most immediate financial planning questions and get you on track for success.

  • Investment Review
    • 3-4 hrs
  • Retirement Projections
    • 5-10 hrs
  • Budget Creation
    • 3-5 hrs
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My Networks

National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

XY Planning Network

Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.