Services

Financial
Planning

A financial plan serves as a road map for your financial life. A comprehensive financial plan includes a budget and insurance review, short and long-term goal creation, investment allocations, monitoring and updates.

Investment
Management

The investment process shares many similarities with the financial planning process. The first step is to identify your goals, tolerance for risk, time horizon, income requirements, tax situation, and any other considerations you might have.

Quick Start
Planning

A Quick Start plan would consist of 1 or 2 of your most pressing financial concerns such as: how to create and monitor a budget, create a debt pay back plan, or an in depth account review and allocation recommendation.

Financial Planning Pricing table

No secrets, No hidden fees and No hidden obligations

All comprehensive planning clients will receive access to the planning system, goal creation, secure document vault, budgeting reviews, and investment allocation recommendations. All plans start with a $500 initial fee and 12 month commitment of either $95 or $175 depending on complexity.

Standard
$95mth
General guidelines:
Basic Budgeting
No Minimum Net Worth
One Income
Standard Accounts
Advanced
$175mth
General guidelines:
Advanced Budgeting
Investment Allocations
Multiple Income Sources
Non-standard accounts
Why a monthly fee? Planning Calendar Good to know
As young professionals and growing families, your financial planning needs to be dynamic. Things change in your life and can instantly be addressed in the plan. The monthly subscription keeps you engaged and in control. Staying engaged means we'll be in touch throughout the year to make sure you stay on target: 401(k), Estate plan, End-of-year tax, and insurance reviews I am a Fee Only financial advisor, I have taken a Fiduciary Oath. I work in your best interest: Every Client, Every Account, All the time.

Schedule an easy no obligation conversation about your needs.

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Investment Management Pricing table

Efficient, Effective, Affordable

Depending on your current assets, we can start a new asset builder account or consolidate existing accounts into a single platform. The asset builder is intended for new investors to start recurring deposits. The standard account is for established investors to consolidate multiple accounts.

Asset Builder
Annual Fee
0.60-0.70%
No Minimum
Goal Based
Model Portfolios
Globally Diversified
Standard Accounts
Standard
Annual Fee
0.90-1.00%
$50,000 Minimum
Custom Portfolios
Custom Asset Location
Standard Accounts
Non-Standard Accounts
What is an annual fee? Good to know
This fee is for the management of the accounts. The annual fee is based on the value of the account and is assessed either monthly (Rate/12) or quarterly (Rate/4). I use custodians that help me work efficiently so I can keep fees low with no account minimums.

Schedule an easy no obligation conversation about your needs.

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Quick Start Planning

Hourly based projects to get you on track

A Quick Start plan would consist of 1 or 2 of your most pressing financial concerns such as: how to create and monitor a budget, create a debt pay back plan, or an in depth account review and allocation recommendation. Projects are hourly and generally consist of an initial data gathering meeting, follow-up e-mail with a checklist of additional items needed to complete my work and any questions that need clarifying, at least one implementation/recommendation meeting and, if needed, a follow-up in 1-3 months.

General Guidelines
2 hour minimum
Scope and deliverables are agreed upon before the project begins
Net due upon final deliverable
$225/HR

Schedule an easy no obligation conversation about your needs.

Schedule an appointment