Teaching Financial ConfidenceSERVICES
Teaching Financial ConfidenceSERVICES

Comprehensive Financial Planning

We partner with you to develop a comprehensive financial plan that aligns with your short and long-term goals. Our ongoing support helps you implement this plan effectively.

Learn more about our process here

We will have 3-4 meetings during which we will collaborate to establish and clarify your current financial situation and your future goals, and use this information to develop a comprehensive and holistic financial plan. After we develop the plan, our ongoing work will be the implementation and, if necessary, modifications to the plan.

This is perfect for those who are looking for a partner to collaborate on all aspects of their financial lives, including cash flow optimization, debt management, investment planning, net worth tracking, emergency fund creation, planning for big purchases, employer benefit selection, retirement planning, insurance and risk management, estate planning, college planning, and any other areas of your life that involve money.

Individuals: Initial fee of $750-$1000 for the first 2 months followed by an annual fee billed monthly at $175-$250* per month.

 Couples: Initial fee of $1250-$1500 for the first 2 months followed by an annual fee billed monthly at $225-$300* per month.

The initial fee covers client onboarding, data gathering, goal setting, and development of the plan. You can choose to make a $250 deposit and pay the remaining balance upon delivery of the plan, which typically takes place at the end of our second month working together. The annual ongoing fee is billed monthly starting in the third month and includes the implementation of your plan, monitoring your goals and progress, and modifications of the plan as life changes occur.

SCHEDULE A COMPLIMENTARY MEETING

Investment Management Services

We create investment portfolios that are consistent with your risk profile and align with your short- and long- term goals.
We provide continuous advice regarding your investments based on your individual needs.

We facilitate account transfers and initial investment of funds to create the individualized portfolio designed in collaboration with you based on your risk profile and investment goals. We will maintain the portfolio and rebalance as needed.

Those who want to delegate the responsibility of managing their investment portfolios and use a low-cost, broadly-diversified, research-backed approach built with passive and rules-based funds with no commissions. Our preferred custodians are Altruist or Charles Schwab.

An annual fee of 0.90% of your assets under management up to $500,000 and 0.80% of additional assets above $500,000. This is paid quarterly. We charge no fee for the management of cash reserve accounts.

SCHEDULE A COMPLIMENTARY MEETING

Workplace Retirement Plan Setup

We will work with you to select and set up your 403b, 457, or 401k plan through your employer.

We will help you select the best retirement plan for you. If multiple vendors are available, we will help you select the best plan for you based on plan fees, your goals and needs, and your tax situation. If you are changing vendors, we will help you through the process of stopping contributions to your current vendor, starting contributions with the new vendor, and we will work together to determine whether transferring your assets to the new vendor is the best option. Once the account is established, we will help you choose funds in which to invest based on your risk profile and investment objectives.

Anyone who wants to set up a workplace retirement plan but is not sure where to start. We will lead you through the entire process and make sure that you choose the best plan and the best investments within the plan.

$425

SCHEDULE A COMPLIMENTARY MEETING

Project Based Financial Planning Service

Choose 2-4 financial planning topics and get a financial plan with detailed actionable recommendations based on these topics.

This service includes 3 meetings to discuss the topics, set goals, and gather data. At the end of the third meeting, you will receive a detailed plan with recommended actions related to the topics you have chosen. This plan does not include ongoing implementation support.

Those with a “do-it-yourself” approach who need a little help with specific financial planning topics for a short period of time, and who will be able to implement the plan without additional help.

$350-$2,500, depending on number of topics and complexity of plans needed. Half is due upfront and the remaining half is due upon delivery of the plan.

SCHEDULE A COMPLIMENTARY MEETING

Comprehensive Financial Planning

We partner with you to develop a comprehensive financial plan that aligns with your short and long-term goals. Our ongoing support helps you implement this plan effectively.

Learn more about our process here

We will have 3-4 meetings during which we will collaborate to establish and clarify your current financial situation and your future goals, and use this information to develop a comprehensive and holistic financial plan. After we develop the plan, our ongoing work will be the implementation and, if necessary, modifications to the plan.

This is perfect for those who are looking for a partner to collaborate on all aspects of their financial lives, including cash flow optimization, debt management, investment planning, net worth tracking, emergency fund creation, planning for big purchases, employer benefit selection, retirement planning, insurance and risk management, estate planning, college planning, and any other areas of your life that involve money.

Individuals: Initial fee of $750-$1000 for the first 2 months followed by an annual fee billed monthly at $175-$250* per month.

 Couples: Initial fee of $1250-$1500 for the first 2 months followed by an annual fee billed monthly at $225-$300* per month.

The initial fee covers client onboarding, data gathering, goal setting, and development of the plan. You can choose to make a $250 deposit and pay the remaining balance upon delivery of the plan, which typically takes place at the end of our second month working together. The annual ongoing fee is billed monthly starting in the third month and includes the implementation of your plan, monitoring your goals and progress, and modifications of the plan as life changes occur.

SCHEDULE A COMPLIMENTARY MEETING

Investment Management Services

We create investment portfolios that are consistent with your risk profile and align with your short- and long- term goals.
We provide continuous advice regarding your investments based on your individual needs.

We facilitate account transfers and initial investment of funds to create the individualized portfolio designed in collaboration with you based on your risk profile and investment goals. We will maintain the portfolio and rebalance as needed.

Those who want to delegate the responsibility of managing their investment portfolios and use a low-cost, broadly-diversified, research-backed approach built with passive and rules-based funds with no commissions. Our preferred custodians are Altruist or Charles Schwab.

An annual fee of 0.90% of your assets under management up to $500,000 and 0.80% of additional assets above $500,000. This is paid quarterly. We charge no fee for the management of cash reserve accounts.

SCHEDULE A COMPLIMENTARY MEETING

Workplace Retirement Plan Setup

We will work with you to select and set up your 403b, 457, or 401k plan through your employer.

We will help you select the best retirement plan for you. If multiple vendors are available, we will help you select the best plan for you based on plan fees, your goals and needs, and your tax situation. If you are changing vendors, we will help you through the process of stopping contributions to your current vendor, starting contributions with the new vendor, and we will work together to determine whether transferring your assets to the new vendor is the best option. Once the account is established, we will help you choose funds in which to invest based on your risk profile and investment objectives.

Anyone who wants to set up a workplace retirement plan but is not sure where to start. We will lead you through the entire process and make sure that you choose the best plan and the best investments within the plan.

$425

SCHEDULE A COMPLIMENTARY MEETING

Project Based Financial Planning Service

Choose 2-4 financial planning topics and get a financial plan with detailed actionable recommendations based on these topics.

This service includes 3 meetings to discuss the topics, set goals, and gather data. At the end of the third meeting, you will receive a detailed plan with recommended actions related to the topics you have chosen. This plan does not include ongoing implementation support.

Those with a “do-it-yourself” approach who need a little help with specific financial planning topics for a short period of time, and who will be able to implement the plan without additional help.

$350-$2,500, depending on number of topics and complexity of plans needed. Half is due upfront and the remaining half is due upon delivery of the plan.

SCHEDULE A COMPLIMENTARY MEETING

We are 100% fiduciary advisors

This means that we will always do what is in your financial best interests, period. We are on your team. We do not sell products or receive outside commissions. We do not get paid for referrals. There are no load fees. There are no surrender charges. We pride ourselves on transparent fee structures. Only fee-only advisors can make this promise. It is our genuine hope that we provide value for you and your family for years to come.

GET STARTED TODAYStart building your future plan with us today!Schedule a complimentary meetingLet’s work together to build a plan that supports your
unique journey and helps you achieve your dreams.
GET STARTED TODAYStart building your future
plan with us today!Schedule a complimentary meetingLet’s work together to build a plan that supports your
unique journey and helps you achieve your dreams.
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