Working with Us

Many clients are referred to us because they are looking for help in making a financial decision, or decisions. 

Being a fee-based financial planning practice, we provide you with an independent and comprehensive plan that is designed specifically for your life and to help you have confidence in the decisions you are facing.

Based on the scope and complexity of your situation, our values-based financial plans start at $5,000 and scale accordingly.

If we are managing your investments, average fees vary, depending on the value of your assets under management.  The percentage fee gets smaller as we manage more assets for any family.

All of our financial consultation and investment advisory fees are disclosed prior to entering into a client relationship and our fees are 100% transparent.

Do you have a financial question we can help with?

Thank you!