Our Services and Value

Financial Planning Services: Our Approach

 

 

 

 

 

 

 

Our financial planning approach always starts with understanding your core Beliefs. With that as our foundation, we then look at your Investments, Goals, and Giving strategies and tailor principle-based advice to your situation. Our goal is to help you simplify all the complexities and choices of your finances so you can live with clarity and confidence at each stage of your journey.

 

Introductory Life Planning:

We work together with you to organize and develop initial strategies as you start and continue your journey.

Initial Planning: $1000

Ongoing Services: $70/month

 

 

Advanced Life Planning:

We work together with you to tailor in-depth planning solutions and prepare the next beneficiary/steward for your life's significant transitions.

Initial Planning: $2000+

Ongoing Services: $125/month

 

 
 

The B.I.G.G. Picture Formula:

Designed for clients with at least $1 Million, this package is our premier offering. We collaborate with your third-party professionals in helping you build and live your B.I.G.G. Picture during complex situations.

Initial Planning: $3000+

Ongoing Services: $200/month

 

 

Investment Management Services: Our Approach

 

 

 

 

 

 

 

 

We know that you have worked hard to earn, save, and grow the money you have invested. We believe that time is our ally in investing, and that evaluating and minimizing catastrophic risk is critical to your purposes for your investments. Our recommendations are founded upon preserving and steadily growing your capital while taking no more risk than is necessary for your situation.

 

Investment Management Pricing combined with Financial Planning:

Accounts up to $2 Million: 0.80%-0.95% of Assets Under Management (AUM)

Accounts more than $2 Million: Negotiable

 

Investment Management only:

*Accounts $100K to $2 Million: 1.00-1.15% of AUM

Accounts more than $2 Million: Negotiable

*$100,000 minimum for Investment Management only.

 

Meeting frequency is tailored to your needs and preferences. We can meet in person, virtual, or by phone.

 

Financial planning offered through LPL Financial, a registered investment advisor.