Accessible Financial Support
We strongly believe in providing accessible financial advice and investment management for everyone, regardless of their financial situation.
Whether you are just starting out and need some direction or further along in your financial journey and thinking about retirement, we align our service to your needs.
We offer three models of service, depending on your situation.
For most clients, the fees are billed directly from investment/retirement accounts on a quarterly basis. We also have the option of paying directly through credit/debit card or ACH.
During our initial consultation, we will determine together which engagement makes the most sense for you.
Financial Planning
What you can expect:
- Investment management
- Unlimited on-demand advice
- Annual financial scorecard update & review
Most suitable for:
Individuals/couples of all ages who are committed to an initial investment and a recurring automated investment plan
Your Investment:
Starting at 1% annual fee from investments
Financial Wellness
What you can expect:
- Investment management
- Unlimited on-demand advice
- Quarterly check-ins
- Account syncing & real-time data
- Monitoring of key financial vitals
- Periodic accountability for action items
- Budget coaching
Most suitable for:
Individuals/couples under age 40 with simpler financial situations
Your Investment:
- $3,600/year for individuals
- $4,800/year for couples
Comprehensive
What you can expect:
- Investment management
- Unlimited on-demand advice
- Quarterly check-ins
- Account syncing & real-time data
- Periodic plan review & planning opportunities
- Periodic accountability for action items
- Budget coaching
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Annual tax summary for organized tax prep
Most suitable for:
Individuals/couples over age 40 with more complex financial situations
Your Investment:
$12,000/year
