Consistent. Balanced. Faithful.
No two clients are the same and because of that, our services are customized for each client depending on their particular needs. They often fall within some range Financial Planning and Investment Management and most commonly a combination of both. Both Financial Planning and Investment Management are offered as separate services should you choose to do so.
Ongoing Financial Planning
We start exploring your story by learning about you, your passions, and your life desires, to get a clearer picture of what you want to accomplish. We will use that information along with your available resources to put together a comprehensive financial plan, giving you the direction on how to get there.
Even after your plan has been created and delivered, we will continue working alongside you to review and guide you along the way. As life changes, we regularly update your plan so it stays current and meaningful for you.
Cost: Starting at $500 upfront with $100/month ongoing. This can go higher depending on complexity.
Selecting your own investments can be overwhelming with the sheer number of options and the associated numbers behind them. We believe that markets are very efficient and aim to use that for your benefit.
Together, we’ll explore your risk tolerance and capacity, time horizons, tax consideration, and any other unique needs you may have. Then we design, build, and implement diversified portfolios on your behalf using low cost Exchange Traded Funds (ETFs) and Mutual funds.
Cost: Standard investment management fee schedule is 1% annually on assets managed between up to $1,000,000. Then 0.60% annually for assets managed above $1,000,000.
Project Based Planning
We drill into a few key areas of your life that cause stress levels to rise and then we provide solutions to help you address them. This is good for those who are not looking for a longtime relationship, but have a problem they need help with.
Cost: Can range from $500 to $5,000 depending on the scope of work.