Services

Financial Planning & Investment Management

Our Services

Comprehensive Financial Planning + Investment Management

Financial Planning

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
But we understand that life happens, goals change, and unexpected events can redirect your priorities. That’s why we monitor and update your plan so that you can be assured that you’re staying on track. Whether it’s giving you peace of mind, financial freedom, or a secure retirement, your financial plan is the foundation that we build upon. 
 
Investment Management
 
Once we understand what you want to achieve, we construct a diversified investment portfolio tailored to your needs. Our investment management process is driven by leading academic research. We utilize tax efficient, low cost investments intended to efficiently capture market returns without taking unnecessary risk.

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 Summary

Financial 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