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Services


 

Financial Planning & Investment Management Services


Initial Consultation

No charge.
 

Investment Management

0.60% - 0.95% annual fee based on assets under management.

Breakpoints begin at $1,000,000 of managed assets.

With assets under management of $250,000 or more, comprehensive financial planning services are included in the investment management fee.

 

Hourly Financial Planning Services

We can work with you on a comprehensive financial plan, or limit the scope of our engagement to the planning topics that are top of mind for you.  During our Initial Consultation, we'll discuss what you need to move forward with confidence!

If you need help implementing your plan with more accountability, we can schedule follow up meetings after our plan delivery meeting.

Hourly planning is billed at $150/hour for our Associate Advisor, or $200/hour for our CFP® Professional.

 

Speaking Engagements

Financial stress is consistently ranked near the top of stressors for employees and families.   

We offer financial wellness and educational presentations that can be customized to your company’s or group’s needs. For the workplace, higher levels of confidence in making wise personal financial decisions has been shown to increase retirement plan participation, reduce attrition, and improve productivity and morale.

https://files.consumerfinance.gov/f/201408_cfpb_report_financial-wellness-at-work.pdf

If you are interested in discussing a speaking engagement, please contact us for more information.