You are not required to transfer accounts to work with us. This is especially important if your assets are tied up in accounts at your employer. If we cannot add value to you, we will not accept a fee for our services.
Planning Assessment is a thorough analysis of your overall financial situation, including specific recommendations. $500
Proactive Planning Workshop and Follow Up (a 4-5 hour detailed discovery of your entire financial life, an online website providing a daily, combined view of your accounts as well as planning projections. This process leaves you with between 25 and 37 potential planning actions, and a 1-page plan for the first year.) $2,500
Accountability Meetings are available as needed and include any and all follow up required on our part. $500
Investment Management is available for investment accounts with at least $10,000.