Our services.
Project-Based Financial Planning
$750 - $1250
Great for Young Families with low to moderate financial complexity!
Get specific advice tailored to your financial desires and concerns!
Key Project Deliverables:
Net Worth Statement: When this number hits your threshold, you can retire!
Cash Flow Statement: Money comes in and money goes out, we’ll determine your savings rate target!
Investment Plan Statement: Your pile of savings needs a specific job to do! Make your money work for you and protect it from taxes, fees, and emotional damage!
5.5 hours of meetings with an advisor:
30 minute Initial Consultation: a no obligation, no cost conversation to see if we’re the right fit for each other
Two 2-hour working sessions to dive into all the juicy details
1 hour to review the written plan and talk about whatever is on your mind
Investment Management
We help guide your investments to meet your future goals. Our philosophy is grow your wealth with the minimum amount of volatility. We use financial instruments from all parts of the globe. We allocate among stocks, bonds, real estate, and commodities. We believe in true diversification to prepare for the unknowns of the market. We customize our clients portfolios with their concerns at the forefront. We will meet periodically to review your assets and are available anytime for questions.
Comprehensive Financial Planning
We provide a 360 degree view of your finances. In addition to Investment Management we will provide advice on budgeting, insurance, retirement, and loans to get the most out of your money. We meet periodically to review your finances and are available for consultation for whenever life events take place.
Contact us or schedule a consultation to discuss how we can help you.