Comprehensive Financial Planning

Meet at least annually, or more often as changes take place impacting your life

Ongoing support to help you stay on track and make adjustments as your life evolves, which frees up your time, allowing you to be the best version of yourself for you and your family

The confidence of having a trusted advisor in your corner, serving as your dedicated family office

What does it cost?

Comprehensive Financial Planning

  • Initial consultation – no charge
  • When investment management services are used, comprehensive financial planning is included in the investment advisory fee. Investment advisory fees are assessed quarterly in advance, based on a percentage of assets under management, ranging from 1.0%-0.50%.  For clients with fewer than $250,000 in assets under management, comprehensive financial planning will be provided at a fixed fee of $625 per quarter.
  • No minimum investment, no proprietary products, no commissions

Not Ready to Commit?

One-Time Financial Plan

  • If an ongoing relationship isn’t desired, I offer a stand-alone financial plan.  This includes an initial kick-off meeting to understand your goals and values.  Additional follow up meetings will be necessary to develop your plan.  You will be given a written report with my recommendations and action steps for you.  This service is available for a flat fee ranging between $2,500 and $5,000 depending upon complexity.  Half is due upfront, and half is due at delivery of the plan.  We can work together on an hourly basis if ongoing touchpoints are desired after completion. 
  • If after completing the program, you would like to pursue working with me in an on-going capacity with Investment Management services, your fixed fee will be credited towards the first year’s Investment Advisory fee.