What We Do

Core Services

We offer comprehensive financial planning and investment management services.

We offer advice based on time-tested principles based on academic research.

 

Financial Planning

Comprehensive Financial Planning

Why a Financial Plan?

Without a comprehensive financial plan, you are most likely winging your financial future.

Without a comprehensive financial plan, you will most likely end up with a hodgepodge of financial products and retirement accounts.

You need to approach finances strategically.  Every asset and dollar needs to have a purpose and working towards your goals.

A financial plan puts it all together in a clear and concise way to ensure your financial success.

Benefits of a Financial Planner

You benefit from our 17 years of financial planning knowledge and experience.

We strategically look at all your finances in a comprehensive way.

We make sure you avoid common financial mistakes, expensive financial products, and emotional decisions.

We educate you. We empower you. We plan for 20 to 40 years in the future; not just for today.

Better sleep at night knowing you are addressing all your financial needs.

Pricing

Clients have the option to pay hourly ($175 per hour) or a flat fee based on the scope of services.  The average hourly client spends 4 to 6 hours on financial planning services.

Investment Management clients pay a percentage of assets under management (AUM) and the fee includes comprehensive financial planning services.

Process

Step 1. Get to Know You Appointment and Establish the Relationship

Step 2. Financial Planning Discovery Process with Access to Online Financial Planning Sofware

Step 3. Discuss Recommendations, Execution, and Plan Delivery

Step 4. On-going Planning, Review, and Accountability Meetings

Our goal is to make sure all the i’s are dotted and t’s are crossed regarding your financial affairs. 

Investment Management

Investment strategies tailored to your goals, risk tolerance, and time horizon.

Continuous review of your investment portfolio, rebalancing, tax harvesting, and tax minimization.

Our focus is not on timing the market, but on crafting a long-term strategy to minimize risk and maximize your returns.

Our investment strategies are based on academic research and evidence-based.

Frequently Asked Questions

Answers to Common Questions