Our complimentary process will provide you with answers to three critical questions:
We document our findings and recommendations in a one-page financial plan.
For those who are a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar.
We do all of our work virtually, so all contact will be over the phone or through Zoom.
Our Process
Step 1: Discovery Call
We begin with a brief 15-minute phone conversation to understand your situation and ensure our expertise matches your needs. If we're not the best fit for your circumstances, we'll gladly refer you to someone better suited to help.
Step 2: Strategy Session
During this meeting, we focus on understanding your complete financial picture, including your goals, concerns, and unique circumstances. We'll gather the information needed to provide meaningful recommendations.
Step 3: Comprehensive Analysis
Our team conducts a thorough review of your financial situation, applying our expertise to evaluate:
Step 4: Recommendations Meeting
We present our findings and specific recommendations in clear, straightforward terms. We'll show you exactly how we can help improve your financial situation, with specific, actionable steps.
Step 5: Reflection Period
We encourage you to take time to review our recommendations carefully. Consider:
While we would love to work with you, if you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
- Will you run out of money in retirement?
- Are you overpaying your taxes?
- Is your investment approach aligned with your retirement goals?
We document our findings and recommendations in a one-page financial plan.
For those who are a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar.
We do all of our work virtually, so all contact will be over the phone or through Zoom.
Our Process
Step 1: Discovery Call
We begin with a brief 15-minute phone conversation to understand your situation and ensure our expertise matches your needs. If we're not the best fit for your circumstances, we'll gladly refer you to someone better suited to help.
Step 2: Strategy Session
During this meeting, we focus on understanding your complete financial picture, including your goals, concerns, and unique circumstances. We'll gather the information needed to provide meaningful recommendations.
Step 3: Comprehensive Analysis
Our team conducts a thorough review of your financial situation, applying our expertise to evaluate:
- Long-term financial sustainability
- Tax efficiency opportunities
- Investment strategy alignment
- Potential risks and mitigation strategies
Step 4: Recommendations Meeting
We present our findings and specific recommendations in clear, straightforward terms. We'll show you exactly how we can help improve your financial situation, with specific, actionable steps.
Step 5: Reflection Period
We encourage you to take time to review our recommendations carefully. Consider:
- Do you feel confident in our team's expertise and approach?
- Are the potential benefits worth the investment?
- Do you understand and agree with our recommendations?
While we would love to work with you, if you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard-sell or pressure to say yes.
Financial Planning Fee
We charge a flat fee of $6,500 annually, billed quarterly in the amount of $1,625 to your credit card for financial planning services.
If we are also managing investments for you, we don't begin charging you for investment management services until your household investments reach $750,000 with us.
Once the assets we manage reach $750,000 you graduate to an investment management fee ONLY. The investment management fee starts at 0.85% of the assets managed (0.2125% per quarter).
*All flat fees are subject to revision based on complexity.
If we are also managing investments for you, we don't begin charging you for investment management services until your household investments reach $750,000 with us.
Once the assets we manage reach $750,000 you graduate to an investment management fee ONLY. The investment management fee starts at 0.85% of the assets managed (0.2125% per quarter).
*All flat fees are subject to revision based on complexity.