Our first step is a free phone consultation to see if our firm is the right fit for you.
We never charge a fee for initial meetings. They are a chance for you to get to know us to see if we are able to help you. At that meeting, we will discuss which of the following service levels may be the most appropriate for your situation.
Building your Blueprint: Includes initial planning meetings and all implementation meetings for the first year. Fees are charged on a one time basis and disclosed prior to beginning the plan. Issues reviewed can include any of the following and more:
Investment Management: Includes the Comprehensive Financial plan PLUS unlimited
email/phone consults throughout the year. Portfolios are reviewed at least quarterly and are
managed on either a discretionary or non-discretionary basis. Accounts are managed using
low cost mutual funds and exchange traded funds. Investment management clients will be
charged an annual retainer fee that is based on the assets in the plan.
This service is tailored for those with one or two needs. Fees are billed at an hourly rate with a good faith estimate of the approximate time involved. No more than two needs will be covered under this arrangement. If more than two areas are needed, the comprehensive financial plan will be more cost effective. Examples include but are not limited to: