What we do
I help high earning people, typically in their 20’s, 30’s and 40’s, implement financial strategies that allow them to live their ideal life while preparing for the future. Our independent financial advisory firm has the knowledge, resources, and strategic partnerships to address even the most complicated planning situations. You can find more information about us at the main site links above.
FINANCIAL PLAN - $2,200 (one time fee)
Have financial goals? Have a written plan to accomplish those goals? Research shows that you're 80% more likely to accomplish a goal when it's written down, accompanied by an action plan. We have the resources, technology and expertise to help you formalize your goals and create a plan that will allow you to gauge whether or not your on track at various points throughout your life.
ONGOING ADVISORY SERVICES - $1,800 (renewed annually)
Do you want the peace of mind knowing that whatever life throws at you you’ll have a trusted advisor to consult with? Well then this service is for you. We’ll be “on-call” 24/7, 365 to assist you and your family with whatever challenges, questions, and ongoing planning items need addressed in your life. We’ll even coordinate with your CPA, attorney or insurance agent as needed to ensure you’re always on the right path.
WEALTH MANAGEMENT - starting at 1% of assets managed
Have a written investment policy? Have credentialed professionals reviewing your investments on a daily basis? Have the resources, time and discipline to manage your life savings in times of volatility? WE DO. We'll work with you to create a low cost investment strategy that aligns with your risk tolerance, time horizon, short and long term goals, and manage it for you on an ongoing basis.