Comprehensive financial + investment planning

We will do a detailed analysis of your current finances and provide ongoing guidance to manage all aspects of it now and into the future.

Common client concerns:

“I spend a lot of time working but never think about managing the money I earn.”
“I don’t want to make any bad decisions about money and need someone I can trust to guide me.

How does it work?

Over the course of 5 meetings, we will visualize your ideal life and a roadmap towards it
We will deliver a written financial plan articulating this vision of your life and the steps needed to get there
The plan will be custom-made for you. It will review all the important aspects of your life,and anything else you have in mind
We will then work together on implementing each action item and fine-tune the plan as your life changes
You will have full access to our investment management services, included as a part of this service
Successive years start with an annual review meeting, and additional quarterly meetings throughout the year, depending on what’s going on in your life
You will have ongoing one-on-one access to your planner (via email, phone, and meetings) for any questions
You will get secure access to all of your accounts online
You can cancel the service at any time. No commitments or lock-ups

Our process:

Discovery Meeting

Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objective.

Get Organized Meeting

We will collect any necessary information while helping you sort through your financial lives and get organized.

Get invested Meeting

We will go over your investment plan, make any adjustment and implement your portfolio afterwards.

Explore Possiblities Meeting

Analyzing and evaluating your current financial status together using our financial planning software.

Plan Delivery Meeting

Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.

Ongoing Financial Planning

We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress and tackle anything else on your mind.

Fee Schedule

Fees based on the complexity of planning

Fees based on account value as follows

Account value:

First $1,000,000
Next $1,000,000
Next $1,000,000
Next $1,000,000
Next $1,000,000 & above

Annual % fee

1.50%
1.00%
0.70%
0.60%
0.55%

Create an ideal vision of your life with our guidance.

Book your free consultation today