Our Process



For those who want a simple, easy to understand financial plan


Follows our succinct 4-step financial planning process


Complete review of your financial situation including your budget, insurance, and investments


One-page summary plan with supporting information








$750

One-time fee


Schedule a Meeting
Our History



Best for individuals and families who want the advice and expertise of an advisor to manage their investment accounts


Review your investments and goals for your accounts


Discuss your tolerance for risk and time horizon


Complete performance, expense, and risk breakdown


Implementation and ongoing monitoring of our recommendations




1% Fee

Or equivalent


Schedule a Meeting
Our Values



Recommended for those looking for a full financial plan as well as professional investment management


Our "One Page Plan" and 4-step planning process


Discuss planning and investment goals and risk tolerance


Ongoing management and monitoring of your investment accounts


Retirement Income Planning


Insurance review



$500 Set up fee

1% Annually

Schedule a Meeting

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