HOW I SERVE CLIENTS

Find the Right Fit for You

Fresh Start

You know you need to start, but don't feel you need a year-long relationship.

Includes:

  • Actionable solutions to your top 2-3 Financial Planning issues

  • Up to 10 hours of time with a CFP® Professional

The Process: 

  1. Free Initial 45 Minute Call

  2. 60 Minute Meeting to establish top 2-3 issues

  3. 60 Minute Get Organized Meeting

  4. Research and Plan Creation

  5. 60 Minute Plan Presentation Meeting

Price: $2,000 One-Time

Build

You are making a healthy income, and find savings building up. You've heard about financial planning, and want to know more.

Includes:

  • Annual Financial Planning

  • 2-4 Meetings Per Year

  • Investment Management included up to $250,000

The Process: 

  1. Free Initial 45 Minute Call

  2. 60 Minute Meeting to create a one-page initial plan

  3. 60 Minute Get Organized Meeting

  4. Research and Plan Creation

  5. 60 Minute Risk Tolerance and Investment Assessment

  6. 90 Minute Plan Presentation Meeting

  7. Ongoing Implementation Discussion and Investment Management

Price: $2,500 Annually

Grow

Your career has hit its stride, your savings are growing quickly, and you want to delegate some of your financial life.

Includes:

  • Annual Financial Planning

  • 2-4 Meetings Per Year

  • Investment Management included up to $500,000

The Process: 

  1. Free Initial 45 Minute Call

  2. 60-90 Minute Meeting to create a one-page initial plan

  3. 60 Minute Get Organized Meeting

  4. Research and Plan Creation

  5. 60 Minute Risk Tolerance and Investment Assessment

  6. 120 Minute Plan Presentation Meeting

  7. Ongoing Implementation Discussion and Investment Management

Price: $5,000 Annually

Sustain

You have significant savings, and want to enjoy your life, doing the things you love.

With investment assets greater than $500,000, the entire financial planning process is included in your assets under management (AUM) fee. 

Maximum fee is 0.85% of assets under management annually.