Every client brings a story. Whatever your story, our job is to come alongside to understand your situation and where you want your future story to end.
Every client is a person. We know first-hand that sharing hopes, fears, or inexperience can be intimidating. We strive to serve our clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client.
Every client is a partner. You have the right as well as the obligation to ensure our relationship and the plans we design make sense to you. We encourage clients to be assertive and inquisitive. Questions and discussion lead to a better understanding of investments and financial planning. As we work together to determine the best path forward, open-mindedness and dialogue lead to innovative and meaningful solutions.
We maintain a fiduciary relationship that is confidential, committed to excellence and focused on you. We act as your primary source of integration and collaboration between all your advisors.
All our planners hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and are members of the Financial Planning Association. We also serve our communities through volunteering in our chosen non-profit organizations.
We utilize fee-only, independent advice unique to your circumstances and goals. This is the most transparent, respectful way for us to serve you.
Fees are negotiable under certain circumstances. Fees are billed in arrears on a quarterly basis. Minimum fee is $500 annually. See Disclosure Brochure for full details.
- 1% on first $250,000 then
- 0.75% from $250,001 to $500,000 then
- 0.5% from $500,001 to $1,000,000
- 0.4% from $1,000,001 to $3,000,000
- 0.3% from $3,000,001 to $5,000,000
- 0.2% above $5,000,000
- Flat fees available.
Financial Plan Writing
- $800 to $6,000 (depending on complexity)