What You Can Expect
Step 1: Meeting Discovery Intro - A complimentary 60-minute session to explore where you stand financially, talk through what matters most to you, and give you a sense of how we work so you can decide if moving forward together makes sense.
Step 2: Agreement Signing - To continue the engagement, expect to receive the advisory agreement to formalize the relationship and begin the planning process.
Step 3: Meeting "Get Organized" - This is the time to get everything organized in one place using our secure planning software bringing your finances together and start identifying opportunities. (Get Organized Checklist)
Step 4: Meeting "Explore Possibilities" - In this meeting, we will preview a draft of your plan, explore different scenarios, and make sure the recommendations feel right and actionable for you.
Step 5: Meeting "Plan Presentation and Implementation" - Your final plan comes to life as strategies are implemented and we schedule ongoing reviews (spring + fall). Plus, you’ll have unlimited access to us when life changes.
Financial Planning Fee
Our financial planning fee starts at $100 /month billed in arrears and this fee varies based on complexity. The financial planning fee is waived and included in the investment management fee when we manage $500,000 or more. Majority of our clients prefer an ongoing relationship that combines financial planning and investment management. This helps ensure their strategies stay aligned with what matters most to them as life evolves.
Investment Management Fee
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 & Above | 0.50% |
Services In Detail
- Financial Planning
- Investment Management
- Corporate Retirement Plans (for businesses)