As a Busy Individual,
You Deserve a Financial Plan That Works for You
No matter where you’re at in life, our goal is to take a closer look at your current situation and develop a plan that revolves around your needs and goals. By building a meaningful relationship, we hope to work toward achieving your short-, medium- and long-term goals.
To understand which of our services are best suited to your objectives, we’ll start with a conversation as if we’re at the local coffee shop, and determine the most suitable next steps for you. We understand that your life moves quickly and is likely very busy, which is why it’s important to take a moment to clarify your goals and the details that truly count.
Our Client-Focused Services Include:
Comprehensive Financial Planning
Investment Management
Income & Tax Planning
Retirement Planning
Investment Analysis
Estate & Legacy Planning
Career Transition
And More
What About Pricing?
| Portfolio Management & Financial Planning | Annual Fee |
|---|---|
| $0 -$1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.85% |
| $3,000,001 - $5,000,000 | 0.70% |
| $5,000,001 - $15,000,000 | 0.55% |
| $15,000,001 and above | 0.25% |
*The cost of project-based planning starts from $1,000 and goes up based on complexity. The average cost of project-based planning ranges from $2,500-$5,500.
Interested in Working With Us?
Through a straightforward planning process, we’ll work to address your needs and goals for the future.