Whether you're just starting out or have a lump sum of cash, I will create a low-cost, diversified portfolio of exchange-traded funds. The allocation of funds in the portfolio will depend on your financial goals and tolerance for risk.
Comprehensive Financial Planning
Financial planning takes the guesswork out of managing your finances and helps you understand the implications of each financial decision you make. Everyone has different goals, so it’s important to have a unique plan that works for you and your financial situation, both now and in the future.
Quick Start Planning
Hourly based projects to address your most immediate financial planning questions and get you on track for success. Projects are hourly and generally consist of an initial data gathering meeting, follow-up email 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.
No surprises or commissions. I'm a fee only advisor and everything is right out in the open.
- Comprehensive planning All plans start with a $500 initial fee. Clients will receive access to the planning system, goal creation, secure document vault, budgeting reviews, and investment management.
- Investment Mangement fees are 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).
- Quick Start plan would consist of 1 or 2 of your most pressing financial concerns
Develop your goals and plan
Budget review and analysis
Monthly action items
Quarterly review meetings
Ongoing investment search, selection,and monitoring
3 to 4 hours
4 to 5 hours
3 to 5 hours
|Why a Monthly Fee?
||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.