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