Financial Planning & Investment Management
Comprehensive Financial Planning + Investment Management
Our planning process begins with you. We develop an individualized plan based on your goals and values. Once we know what you want to achieve, we then analyze the following areas and provide recommendations that will help you achieve your goals:
- Cashflow and Budget
- Risk Management
- Retirement Planning
- Tax Planning
- Investment Planning
- Estate Planning
Cost of Our Services
For younger professionals who have yet to build investable assets of $150,000 or more, we offer our services for a flat fee of $125 per month.
For clients with $150,000 or more in investable assets, our cost is 1% of assets under management up to a maximum cost of $6000 annually.
As seen in the table below, this can provide substantial savings for clients with larger balances who are currently under a traditional fee structure.
As shown in the example above, a traditional fee structure can become extremely costly as assets grow. The difference in cost can become quite substantial over an investor’s lifetime.
To discuss your specific situation with a CFP® professional, schedule a free initial consultation.
Cost SummaryFinancial Planning and Investment Management
$150,000 or more of AUM* = 1% annual fee
Less than $150,000 AUM* = $125 monthly fee
$6,000 maximum annual fee