Financial Planning for Busy People
No products, no hidden fees, just professional guidance and advice on demand.
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Single Client Membership |
Membership for a Couple |
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$200 per month
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$250 per month |
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Onboarding Fee: $1,000 (non-refundable) |
Onboarding Fee: $1,500 (non-refundable) |
The monthly fee will be deducted via EFT directly from your bank checking or savings account.
Partial menu of services available:
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Cash flow management |
College planning |
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Loan management |
Retirement planning |
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Employee benefits |
Financial education |
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Insurance review |
Estate and beneficiary review |
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Income tax strategies |
Implementation assistance * |
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Buy versus lease |
Student loan payback strategies |
*- As a member we are happy to work with your other professionals or we can provide you with a list of professionals who we are comfortable having our clients work with.
We will provide you with an updated financial plan annually and benchmark your progress so you can see how you’re doing. Year round we’re here for you to give peace of mind knowing you are making smart financial decisions.
Professional Portfolio Management
Low cost, disciplined investing based on Nobel Prize winning research
Management fee: 0.50% (one half of one percent) per year *
Billed quarterly directly from your portfolio
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Low cost funds |
Secure client portal |
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Tax aware management |
Disciplined rebalancing |
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Diversified portfolios |
Annual consolidated tax reporting |
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Performance reporting |
Benchmark back to your financial |
* - Available to our financial planning subscription members only.
