Our Services

We are a fee-based financial planning firm that creates personalized financial plans for a pre-determined cost. With our co-advisor model, you’ll always have at least one advisor with their CFP® designation and an experienced, friendly team ready to help.

Fee-Based Financial Planning

Annual Planning Fee: $3,600-$10,000

All new clients start by completing at least one year of financial planning, which allows us to develop a comprehensive plan and get fully acquainted with your unique financial goals.

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Investment
Management

Annual Fee: 0.7% - 1.2% of portfolio

We offer investment management as an additional service for clients during the implementation phase of planning. Although not required, here’s why clients often opt to invest with our team.

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Insurance
Services

Costs Vary

We offer insurance services during the implementation phase of planning. Because we believe in creating the plan first, you’ll have the confidence you need to make a well-informed decision.

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What Can I Expect In My First Year As A Client?

What Can I Expect As An Established Client?

After completing one year of financial planning, you’ll transition to an established client status. We follow a trimester model and schedule focused meetings so you have the financial information you need, when you need it.

Schedule an Intro Call

Simply interview us. We’ll answer your basic and complex questions and give you a chance to get a sense if we’re a good fit for you.