We are committed to finding the right fit for you.
Full-Service Investment Management & Financial Planning
Ongoing comprehensive financial planning and investment management is everything you need, every time you need it. Our signature service model is well-suited for those who want a trusted financial partner to walk through everything life throws your way. This full-service, ongoing relationship includes...
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Portfolio management
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Retirement scenario analysis
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Tax-advantaged investing
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Income distribution strategy
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Charitable giving
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Social security optimization & Medicare
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College savings
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Equity compensation & options
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Income tax planning
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Self-employment tax planning
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Student loan repayment & forgiveness
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Employee benefits elections
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Cash flow & budgeting
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Debt prioritization
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Asset protection
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Estate planning & wealth transfers
Full-Service Planning Process
Initial
Consultation
An initial no-cost consultation where we get to know each other and find out whether we’re the right fit.
We learn more about your financial situation, including any immediate priorities, questions, and goals, and provide an overview of the service that best matches your needs.
01
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Getting
Organized
We work with you to gather relevant financial information. We then synthesize and organize the details of your financial landscape to give you clarity before the planning process begins.
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This sample checklist gives an example of what information may be requested.
02
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Plan
Development
We explore your values, goals, and priorities more deeply to establish core objectives for your investment portfolio and financial plan.
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Your information is then thoroughly analyzed to create a personalized plan, which we iterate on together through a series of planning meetings.
03
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Ongoing
Implementation
With your baseline plan completed, we transition into implementation and ongoing care.
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You can now focus on living to the fullest, while we continually manage your portfolio and make sure important tasks are taken care of. We check in throughout the year and make updates for anything life throws your way.
04
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Full-Service Pricing
We are committed to providing exceptional value through a premier service model, all while maintaining a competitively priced fee structure. Our annual advisory fees are based on a percentage of assets, with rates that decrease as your portfolio grows—ensuring more of your hard-earned dollars stay invested. These fees are intentionally set below industry averages to enhance your portfolio's long-term growth potential.
ASSETS UNDER MANAGEMENT
ANNUAL FEE
First $3,000,000
Next $7,000,000
Above $10,000,000
0.85%
0.50%
0.15%
Minimum Fee: Due to the nature of our high-touch service model, clients may be subject to a minimum fee of $7,200 if they have not yet accumulated substantial investment assets
Project-based
Financial Planning
We understand that all-inclusive isn't for everyone. Our limited scope planning projects are designed to meet you where you are to address the most pressing issues in the most efficient way possible. We will help you identify the greatest opportunities for financial impact at a price tailored to you. Limited-scope projects may include but are not limited to...
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Comprehensive financial plan
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Portfolio launchpad for early investors
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Tax projections
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Student loan repayment and forgiveness
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Social Security optimization & Medicare
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Roth conversion assistance
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Cash flow, budgeting, and debt prioritization
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Open enrollment & new employee benefits
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Home purchase analysis
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Financial liaison monthly retainer
Project-Based Planning Process
Initial
Consultation
An initial no-cost consultation where we get to know each other and find out whether we’re the right fit.
We learn more about your financial situation, including any immediate priorities, questions, and goals, and provide an overview of the service that best matches your needs.
01
Read more
Getting
Organized
We work with you to gather relevant financial information. We then synthesize and organize the details of your financial landscape to give you clarity before the planning process begins.
​
This sample checklist gives an example of what information may be requested.
02
Read more
Plan
Development
We explore your values, goals, and priorities more deeply to establish core objectives for your planning project.
​
Your information is then thoroughly analyzed to create a personalized plan for accomplishing the designated objective. We iterate together through one or two planning meetings.
03
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Checklist for
Implementation
You are presented with a final implementation checklist, along with any other necessary charts or visuals.
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We review each item of the implementation checklist with you, taking time to answer any lingering questions you may have. We hand you the reigns for ongoing implementation.
04
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Project-Based Pricing
Project-based financial planning is priced according to complexity. Total project price is determined prior to signing an agreement. The cost of a one-time comprehensive financial plan typically ranges between $3,000-$6,000, while single-domain planning projects typically range between $250 - $1,200 depending on the nature of the task.​
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Frequently requested projects include:
STUDENT LOAN
ROADMAP
$ 250
* Analysis of Federal Aid data
* Payment prioritization forecasting
* Repayment plan recommendation
* Forgiveness eligibility & process
* Refinancing analysis
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COMPREHENSIVE
FINANCIAL PLAN
$3,000-$6,000
* Multi-month engagement
* Identification of goals & priorities
* Analysis of all financial domains
* Comprehensive plan deliverable
* Checklist for DIY implementation
PORTFOLIO
LAUNCHPAD
$ 400
* Suited for early-stage investors
* Risk assessment & time horizon
* List of recommended investments
* Asset allocation recommendations
* Instructions for implementation
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To schedule an initial consultation at no cost, please complete the contact form at the link below.