We work closely with you to develop a comprehensive, individually tailored financial plan. We begin the process with some detailed fact finding, and then we prepare the plan and complete our analysis. Once the initial plan has been developed, we review it with you, making any necessary changes before presenting our final recommendations. From there, we provide assistance with implementation of our recommendations, as well as ongoing monitoring of the plan.
As your investment and asset manager, we create portfolios to meet your goals. We start with a conversation about your risk tolerance as well as the underlying goals. Whether its maximum growth potential, tax savings, or short-term savings, we will find a proper fit for you. Once selected, we will provide ongoing investment management services.
Have specific questions, but don't need asset management or comprehensive financial planning? We offer a wide range of one-off consultative services.
Don't have any assets with us? We will work with you directly to design a financial plan. The cost structure varies based on complexity of the plan.
We charge an annual percentage of assets under management. Often times, comprehensive financial planning services are included with this option.
Offered at a negotiated rate.