We'll start by identifying & clarifying the factors that most impact your quality of life so that any advice lines up with your best vision of your future. Your most important financial information will be collected in one place so we can quickly see which things are going well, which areas need attention, and identify the types of conversations you should be having to build financial stability and security. You'll also receive regular reminders when it's time to schedule a meeting, proactive check-ins on the most impactful aspects of your financial health, and professional management of investments.

 

The Price – Ongoing Financial Planning is available for people with more than $250,000 of investable assets who want to delegate investment management. Clients pay $3,000 for an initial financial plan, then pay ongoing fees based on a percentage of Assets Under Management (AUM). You can see our full AUM fee schedule by downloading our Form ADV Part 2.

 

Click the button below schedule an intro call or video meeting. We look forward to speaking with you soon!