We are proud to offer a wide range of comprehensive financial planning services to cover all your needs for today, tomorrow, and the many years ahead. We implement our planning services based on fiduciary standards. Our services are designed to ensure that financial guidance is available to all and demonstrate our belief that comprehensive financial planning is on-going. We are here to hold your hand every step of the way (see our company logo).
HOW IT WORKS
Our comprehensive planning services are broken down into eight core areas, as outlined below. This is an all-encompassing package to get your planning needs in order and keep them there. We take pride in how detailed we are in our planning strategies and techniques.
COMPREHENSIVE FINANCIAL PLANNING PRICING
Our comprehensive financial planning begins with an on-boarding fee of $1,400, followed by an annual fee that starts at $4,200 and increases based on services and complexity.
INVESTMENT MANAGEMENT PRICING
Our investment management services include creating a personalized allocation tailored to your holistic risk tolerance towards the market. This begins by determining how your investment behavior reacts to certain market conditions. In addition, our services include analysis and recommendations regarding psychological risk tolerance and money-related attitudes. They are designed to understand, educate and ultimately help you build wealth.
Our investment management services begin at 1.00% and decrease as your assets’ size grows. The minimum annual fee is $1,000.
CORE SERVICE GROUPS
Fundamental Financial Planning
Insurance & Risk Management Planning