Finally.
Financial advice that covers more than just investments.
Asset Under Management (AUM) fees are a common expense in financial planning, but many investors don't realize their true impact. These fees are typically a percentage of your total invested assets. For example, a standard 1% AUM fee on a $2 million portfolio would cost you $20,000 each year, or $1,666 per month. This significant expense is often buried in your statements, making it easy to overlook
Investment Management
We'll help you analyze your investments and allocate your assets.
Goals-Based Planning
We get to know more about you and develop an investment plan that matches your goals, time-horizon, and risk-tolerance.
Charitable Planning
Want to use your wealth to make the world a better place? We'd be honored to help you maximize your impact.
Tax Planning
Taxes can be stressful. We'll help you understand and manage your tax liability.
Retirement Planning
Still working? Already retired? Navigate the next phase with our help.
Risk Management
We can't predict the future, but we can help protect you from the unknown.
Education Planning
We'll help you plan for the future of your family's next generation.
Estate Planning
We'll help you establish your legacy and protect your family, now and into the future.
Ongoing Planning & Investments
Continuous and comprehensive planning with modern technology to align your money with your values
Intro Call
A quick meeting to find out if working together makes sense.
The goal is to get to know you, your situation, and what you're looking for in a financial planning relationship.
We then share how we work with our clients so you can leave this meeting knowing if we're the right fit.
Discovery Meeting
One or more meetings to go over your goals & values so we have a clear understanding of where you are and what you're trying to accomplish.
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Go over goals, values, etc.
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Review your finances
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Discuss investment preferences
Plan Delivery
First, we review your full financial picture together:
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Tax situation
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Investment allocation
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Net worth
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Goals & priorities
We then go over recommendations, action items, and your overall financial plan.
Ongoing Planning
We update the entire financial plan throughout the year.
We conduct a mid-year tax review and start tax planning for the year, review year end investments, insurance/estate planning every other year, company benefits, and end of year tax planning.