Our Approach
Your Initial Plan
Typical Fees: $3,000 - $6,000
This is where we start. Together, we’ll review your current situation and create a custom game plan to improve and optimize your situation.
- Retirement Planning
- Investments
- Tax Planning
- Cash Flow Savings
- College Planning
- Student Loans
- Insurance
- Estate Planning
Once the initial plan is complete we will provide 30 days of guidance for any questions you may have. Since life doesn't stand still many clients continue to work with us. Our commitment is to stay proactive to make smarter financial decisions.
Next Steps
Option 1: Continue Making Progress
Receive unlimited guidance for all life’s changes; new home purchase, a child going to college, job change, volatile markets, retirement withdrawals, open enrollment changes, tax planning, and more. Let’s work together and continue growing and preserving your wealth over time. As an added benefit, we will credit of up to the entire cost of the initial planning fee which will be applied to the future monthly/quarterly fees of becoming an ongoing client.
Option 2:
If you feel confident in your plan, you may continue your financial goals alone. The ability to work together in the future as an ongoing monthly/quarterly client will remain available, but only one initial plan is offered per client.
Growing Wealth Phase
Typical Fees: $350 -$500 per month
For those still saving for retirement and who want to stay ahead of the game. Our firm will take charge of your plan, guide you through the implementation process, monitor your investments, and advise you as life changes while keeping your investments at your current custodian.
- Less money stress
- Saves time
- Proactive approach
- No asset minimum
- Comprehensive
- Optimize current & future situation
Typical Fees: $1,250 - 3,750 per quarter
For those in or approaching retirement and who want a fiduciary to preserve their savings. Our firm will manage your investments, coordinate distributions for tax efficiency, and monitor your plan so you can focus on what matters most.
- Reduce stress surrounding money
- Fiduciary management & planning
- Tax-efficient strategies
- Flat-fee pricing
- Retirement income strategies
- Degree of separation
Ready to talk? We are waiting.
We are excited to help you achieve your financial goals!