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

  • What is “Comprehensive Financial Planning?” This service includes Financial Planning & Investment Management.
  • There is no charge for the initial consultation.  We need to make sure we’re a good fit!
  • Fees are assessed quarterly in advance, based on a percentage of assets under management, ranging from 0.90%-0.50%. For clients with fewer than $750,000 in assets under management, Comprehensive Financial Planning will be provided at a fixed fee of $1,875 per quarter.
  • We don’t require a minimum investment; there are no proprietary products or commissions.

Just Looking For Financial Planning?

One-Time Financial Plan

  • If Investment Management isn’t desired, we 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 recommendations and action steps for you.  This service is available for a flat fee ranging between $5,000 and $9,000 depending upon complexity.  Half is due upfront, and half is due at plan delivery.  If an ongoing planning relationship is desired after completion, we can work together on an annual flat fee basis (charged quarterly) or an hourly basis.
  • If after completing the One-Time Plan, you would like to pursue working with us in an ongoing capacity with Investment Management services, your initial One-Time Plan fee will be credited towards the first year’s Comprehensive Financial Planning fee.