Financial Planning

Phone, pencils and notes on a desk

Financial Planning Services

We offer free financial planning for clients of our investment advisory services. In general, we require a minimum of $95,000 combined (Retirement and Brokerage accounts) to open and maintain an
investment advisory account.

For those without portfolios, hourly (time-based) financial planning is available. The hourly fee for these services is $200. Thus, a 15 hour project would cost $3,000. However, the fees are negotiable based on project size and duration.

There are many online resources where you can create a basic financial plan, but like everything in life, our greatest constraint as a human being is time. We’re only given so much of it.

Complimentary Financial Plan

For clients of our investment advisory services, our financial plan offers:

  • Construction of Personalized Financial Plan
  • Account Aggregation and Client Reporting Portal
  • Weekly Investment Performance Reports
  • Monthly Market Risk Analysis
  • Monthly Portfolio Statements
  • Semi-Annual Review Meetings
  • Unlimited email/phone access to experienced fiduciary investment advisor
  • Ongoing financial planning and advisory services

Sample Service Calendar

Sample Annual Client Service Calendar

Take care of your financial life