Financial planning and asset management for a flat fee
We provide ongoing planning on all aspects of your finances. Our services include smart asset management and regular tax minimization guidance. We charge $6,000 a year, which is billed quarterly in arrears.
We also offer one-time advice only comprehensive plans for a fee of $6,400 completed over 3 months. For this service, half is paid upfront, the remainder is paid once the plan is presented.
A strong financial plan, with implementation and ongoing support at key decision points
The starting point of our ongoing service is creating your financial plan, which is the roadmap for future decision-making. We implement investment and tax-related strategies for you. We work with you to make adjustments as things change, whether in the economy, taxes, or your life circumstances. With our ongoing support & investment management, we're with you as a trusted partner along the way.
With the comprehensive plan in place, we'll continue to work with you throughout our relationship on areas such as:
We'll have up to four scheduled meetings per year to stay up-to-date on your plan, refine your portfolio withdrawal strategy, determine tax planning objectives and actions, and answer questions. We are also available as needed.
You'll also have a personal finance portal on RightCapital, our financial planning software. RightCapital aggregates information and data from your banking, investment, and lending accounts into one dashboard. You'll be able to see and track your net worth, investment holdings, cash flow projections, and progress toward your goals.
We specialize in providing expert guidance and customized education based on your situation and the questions you have.
Understanding tax strategies and managing your tax bill should be part of any sound financial plan. Some taxes can be deferred, and others can be managed to lower your lifetime tax bill. We work with you to develop a lifelong tax management plan that puts you in charge.
Smart investing shouldn't perplex, puzzle, or confound. We will work with you to develop a low cost, diversified portfolio that is designed to specifically help you meet your goals.
Effective estate management enables you to manage your affairs during your lifetime and beyond. We work with you to help secure your legacy for generations to come.
Protect your family from the financial consequences of life's unexpected events. We work with you to help create the insurance strategy you need.