Many clients connect with us because they are looking for help in making a financial decision or decisions. Those decisions can be very different depending on the client.
Depending on your needs, our financial planning might include the following:
Our Process - Whether you reach out to us personally or are referred to us by a friend, your CPA, or your attorney, all new introductions have the same basic steps to start the relationship.
Being a fee-based financial planning practice, we provide you with an independent and comprehensive plan designed specifically for your life and to help you have confidence in your decisions. Based on the scope and complexity of your situation, our financial plans start at $5,000 and scale accordingly.
If we manage your investments, average fees vary depending on the value of your assets.
Our financial consulting and investment advisory fees are disclosed before entering into a client relationship, and our fees are 100% transparent.