FINANCIAL PLANNING SERVICES ENGAGEMENT

We build a comprehensive financial plan that is tailored specifically for you, then provide ongoing advisory services. This is a standalone service that ensures value and provides fiduciary oversight and advice to create the best outcome for all clients regardless of relationship size. Our annual fee starts at $2,760 and increases with complexity. In year two we discount this, as we have established the foundation of your plan from which we will continue to build on and adjust. 

We take into account your values, responsibilities, goals, and set a course for you to achieve them. In our discovery call, we will present a price proposal that fits your household or institution. Our comprehensive financial plan includes: financial (life) planning, budgeting and cash flow planning, portfolio review, investment strategy, insurance review, estate planning needs analysis, retirement planning, tax planning, liability management, major purchase analysis, and much more. 

Our clients find tremendous value in bundling their financial planning, investment management, and sometimes insurance services under one roof. So they can focus on what brings them fulfillment and leave the money management to skilled and compassionate professionals.