Investment Management

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.

Pricing table

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
    Comprehensive Financial
    Plus IM Fee
    Develop your goals and plan
    Budget review and analysis
    Monthly action items
    Quarterly review meetings
    Investment Management
    and Implementation
    Annual Fee
    Goals Based
    Asset allocation
    Portfolio construction
    Ongoing investment search, selection,
    and monitoring
    Portfolio rebalancing
    Quick Start
    2 Hr Min
    Investment Review
    3 to 4 hours
    Retirement Projections
    4 to 5 hours
    Budget Creation
    3 to 5 hours

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.

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