How to work with us

Begin with a 15-minute introductory phone call.

During the call, we'll schedule an in-person, no obligation, initial consultation.

At this meeting, we will provide you with some impressions of your situation and recommend a scope of work that is tailored to your questions and financial situation.

We may recommend a financial plan.

A financial plan costs between $2,000 and $6,000+ depending on the time required to complete.

A financial plan includes a 12-month engagement during which time we are at your disposal for follow-up questions and assistance with action items.

 

We offer a core planning process for young families called Foundations. The cost for this service is $750.

 

Our hourly rate is $250.

We may recommend professional asset management.

We earn a fee for asset management based on the amount of assets.  The more assets we manage the lower the fee (as a percent of assets).  We will aggregate the assets of a family for the purposes of calculating fees thereby lowering the fee for all family members.

We may recommend our subscription service.

For clients who don't yet have assets that can be managed we charge a monthly fee for ongoing planning support.