The Comprehensive Plan involves an ongoing relationship that takes advantage of the full range of our services.
Our holistic financial plan includes the following services:
Understanding what is important to you is essential when structuring your finances. We work through exercises with you to identify and create plans to achieve your goals. We help make sure you have enough money set aside for emergencies and special opportunities, and if needed, help you gain control over your spending. We will provide you with skillful tax planning, unbiased investment recommendations, worry-free retirement planning, proactive estate planning and much more.
Financial planning is a process, not an event and we are here for you when you need us. You receive ongoing, comprehensive financial planning for a fixed fee. With your annual fee, you can meet or speak to us as often as is necessary to help you make important decisions and accomplish your financial goals.
Many clients spend much less in fees than they would for just standalone asset management offered by a traditional competitor. Our comprehensive, personalized approach offers much more than investment advice; instead, it puts you at the center of all planning issues so that you feel in control and empowered to make informed financial decisions.
Annual fees are quoted individually and range between $5,000 and $20,000 based on income, assets and other complexity factors. We are committed to providing value that exceeds our fee.