We will do a detailed analysis of your current finances and provide ongoing guidance to manage all aspects of it now and into the future.
“I spend a lot of time working but never think about managing the money I earn.”
“I don’t want to make any bad decisions about money and need someone I can trust to guide me.
Focusing on your concerns, goals, and desires will allow us to understand your unique needs and objective.
We will collect any necessary information while helping you sort through your financial lives and get organized.
We will go over your investment plan, make any adjustment and implement your portfolio afterwards.
Analyzing and evaluating your current financial status together using our financial planning software.
Developing and presenting financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.
We will implement the remaining financial planning recommendations together and meet quarterly to ensure that we are making progress and tackle anything else on your mind.
Fees based on the complexity of planning
Next $4 Million
Above $5 Million
Minimum annual fee of $3,000