Our Services

We provide comprehensive financial planning and investment management services, serving clients nationwide through virtual meetings and traditional communication channels.

We prioritize aligning your investment strategy with your specific goals, such as retirement income, wealth transfer, or charitable giving. Despite our lower fees compared to traditional providers, we offer unrestricted client interactions and constant availability via phone, email, and web conference.

Our 3-Step Process to Becoming a Client

Step 1: Get Organized
We begin by inviting you to join our planning software—a secure, easy-to-use hub for your financial life. This platform helps you organize and manage all your financial information in one convenient place.

Step 2: Receive a Complimentary Financial Plan
Once your information is in order, we craft a comprehensive, tailored financial plan just for you. This complimentary plan provides clear insights into your financial future and outlines a strategy to help you reach your goals.

Step 3: Sign Up for Ongoing Support
Finally, choose to enroll in our ongoing financial planning and investment management services. With continuous guidance and support, we help you stay on track and adjust your strategy as your needs evolve.

Our Transparent Fee Structure

Advice‑Only Financial Planning

  • $6,000/year
    For those who want ongoing, fiduciary financial planning but prefer to manage their own investments.

  • What’s included:

    • A comprehensive financial plan tailored to your goals

    • Cash flow, debt, retirement, and tax strategy

    • College, insurance, and estate planning guidance

    • Unlimited Q&A, email support, and check-ins

    • No investment management or portfolio oversight

    Ideal if you’re confident managing your own portfolio but want a dedicated advisor in your corner.

    Financial Planning + Investment Management

    $3,000/year + Investment Management Fee
    For clients who want a fully integrated approach, professional advice, and investment execution under one roof.

    What’s included:

    • Everything in the Advice‑Only Planning service

    • Professional investment management

    • Ongoing portfolio rebalancing and oversight

    • Tax Loss Harvesting

    • Coordination with your overall financial strategy

    Investment Management Fee Schedule:

    • 0.75% on assets up to $2,000,000

    • 0.50% on assets from $2,000,000 to $5,000,000

    • 0.25% on assets above $5,000,000

    Your $3,000 planning fee is waived once you reach $1M in managed assets.