We will work with you to create a goals-based financial plan and update it annually or whenever a major assumption changes. We create customized plans and offer personalized advice to help you with the following:
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We will develop with you an investment strategy designed to meet your objectives, time horizon, financial situation, values profile and tolerance for risk. We then provide investment management and ongoing oversight to make sure you are on track to meet your goals. This includes investment selections, account re-balancing and tax management. You will also have access to your own online financial portal where you can view all your accounts and collaborate with us in real-time.
Have a question on making a major purchase or investment? Are you moving or being reassigned? You contact us whenever you have a question related to your personal finances and we respond with our best advice. No extra charge. It’s all included.
*We currently have an informal minimum of $250,000 in investable assets or $500,000 net worth (assets-liabilities) per household.
You would like your investments actively managed by our team. Full-Service Advisory plan includes all core services listed above. Assets are held with our custodian, National Financial Services, a Fidelity investments company. We charge an annual fee that is deducted from your account quarterly in advance. You don't have to pay anything else out of pocket.
You maintain your assets elsewhere but still need guidance. Our fee-only plan is simple and straightforward. It includes all the core services and is based on your net worth (assets – liabilities). This is a monthly rate billed quarterly. New Clients also pay a one-time start-up fee of $1,500.