You Need A System That Works
Each individual and family is unique, as are their values and vision for the future.
Our process begins with what is most important to you: your family’s values, vision and goals. We then help you to connect your wealth to what is most important to you.
Values + Vision + Strategy = Wise Financial Decisions
A Proven Process to Achieve the Results You Need
Family Strategy
Values – what matters most
Vision – where you want to go
Goals – the unique milestones
Budgeting, debt and cash flow
Address any high priority topics
Financial Management
Tax planning and preparation
Review Tax Location
Insurance & Risk management review
Benefits Optimization
Charitable Giving
Investment Strategy
Custom portfolio designed to achieve your financial plan
Identify and track your minimum required rate of return
Investment strategies
Financial Planning
Retirement income strategies
Major purchases
Social security planning
Education funding
Legacy Planning
Year-end giving, planning & review
6 Core Values a Good Financial Advisor Provides
Organization
We bring order to your financial life.
Accountability
We help you follow through on financial commitments.
Education
We explore what specific financial knowledge you need to be successful in your specific situation.
Objectivity
We bring outside expertise to help you avoid emotionally driven decisions on important money matters.
Partnership
We partner with you in making decisions that have financial implications.
Proactivity
We work with you to be financially prepared for life transitions.
Advice centered around you. Clear & Transparent Pricing.
We believe the best way to deliver unbiased advice is to charge separate fees– one for financial advice and one for investment management.
No long term contracts, cancel anytime.
Financial Advisory Fee
$200/ month for single individuals
$400/ month for couples & families
$800/ month for entrepreneurs
Investment Management Fee
1% annual fee, billed quarterly