When You Work with Us You Will Focus on Things That Matter and Things You Can Control.
When You Work With Us You Will....
Get Organized
Have a Plan
Update Your Plan
- First Meeting - Get Organized, create accurate picture of current financial reality
- There is no sense figuring out where you want to go till you know where you are. In this step we create an acurate and clear picture of your current financial reality.
- Second meeting
- Financial planning is all about being proactive with your financial life. If you don't have a plan you may not end up where you want.
- Revisit the plan on an ongoing basis to make sure you are still on track.
- No plan unfolds as expexted. Constant updates are nessisary for estate planning, tax planning, investment management, insurance planning, and distribution/saving plans. We have a process to keep you on track.
Although we don't enforce account minimums at this time the solutions and strategies we deploy tend to be more effective for clients that have investable assets in excess of $500,000.
Our Fees on assets we manage
1.25% on first $150,000 | 1% on $150,001 to $1,000,000 | .5% above $1,000,000 |
Fee is negotiable on assets over $3,000,000