Financial Planning & Investment Services
Comprehensive Financial Plan
($3,600 cost)
- Financial Goal Setting
- Psychological & Financial Risk Profiling
- Cash Flow & Net Worth
- Income Tax Planning
- Education Planning
- Retirement & Benefits Planning
- Portfolio & Investment Analysis
- Insurance Needs Analysis
- Estate Planning Review
- Action Item Checklist
There is no obligation to use our On-Going Planning Support Services or Investment Advisory Services.
On-Going Planning Support
($300/month)
- Implementing plan
- Continual updates & adjustments
- Account aggregation
- Update meetings as needed
- Comprehensive review meeting annually
- Timely & disciplined perspectives to help you ignore the noise and focus on the essential
Fee may be reduced or waived with investment advisory relationship
Investment Advisory Services
(1.00% of assets under management annually)
- Financial Goal Setting
- Portfolio & Investment Analysis
- Cost Effective Portfolios
- Custom Built Portfolios Based on Your Goals & Constraints
- On-Going Monitoring, Proactive Advice as Needed
- Account Reviews as You Want, Not Less Than Annually
Fee is reduced to 0.90% if you are a Financial Planning Client.