Our service model is completely flexible, which allows you to combine our offerings in whatever way is best for your family. We offer four core services:
We work with you on an ongoing basis to continuously improve your financial strength and maximize the likelihood you will have the resources to accomplish your goals for life and legacy. This is a comprehensive service that advises you on all aspects of your financial life, whether or not we manage your investments. Click here to learn more about our financial planning process. Click here to learn more about our fees.
Limited Financial Planning
Maybe you have a specific challenge in your financial life or an investment opportunity you’d like us to evaluate. Maybe you have an existing financial plan and you’d like a second opinion. To help you address these needs, we offer a 90-minute one-time consultation on any financial or investment topic for $500. Limited financial planning engagements conclude at the end of the meeting and do not establish an ongoing client relationship.
You may choose to delegate the management of some of all of your investments to us on a discretionary basis. While we believe we deliver the best overall value to clients who pair our investment management services with ongoing financial planning, we do offer investment management on a standalone basis. Click here to learn more about our investment philosophy and strategies. Click here to learn more about our fees.
If you are a comprehensive financial planning and/or investment management client, we offer optional tax preparation services for an additional fee. We are also happy to work with your existing accountant if you prefer to maintain that relationship. Our tax preparation services are delivered through licensed third-party professionals.