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Financial Planning Assessment

  • For many people, a simple, but thorough check-up is all that is needed.
  • A clear, specific picture of how you are progressing toward your financial goals, and what you might need to adjust to improve your progress.
  • This is also a way to "test drive" our services and our team without fully committing a lot of time or transferring financial accounts.
  • $500 1-time fee

Proactive Financial Planning

  • Our Planning Assessment PLUS...
  • A deeper dive into planning as we identify and discuss detailed, controllable ways to improve your situation by:
    • Increasing clarity
    • Mitigating risks
    • Reducing unnecessary taxes
    • Eliminating excessive expenses

Choose how to work with us

  • $500 per project (there are up to 20) or,
  • $7000 for all 20 planning projects

Comprehensive Wealth Management

  • Planning Assessment, PLUS
  • Ongoing Financial Planning, PLUS
  • Investment Management aligned with:
    (a) Your Preferences and Risk Tolerance,
    (b) Your Unique Goals, and
    (c) Timeless Principles of Successful Investing
  • $400,000 minimum managed assets per household
  • Advisory fees begin at 1.50% and drop to 1%, negotiable above $1.5 million managed

For more information about our firm and the services we offer, please send us an email or call. We welcome the opportunity to speak with you.   |  (847) 299-8877