Financial Planning

We use cutting edge technology and techniques to create, develop, and manage a personalized plan for you and your family in the following areas:

  • Cash Flow/Budgeting
  • Debt Management (Including Student Loans!)
  • Insurance/Risk Management
  • Investment Allocation
  • Retirement Planning
  • Tax Optimization
  • Estate Planning
  • Document Storage (wills, insurance policies, etc)

These ongoing services are tailored to fit your needs regardless of what stage of life you are in. Whether you are a recent college graduate in your 20s or a retiree in your 70s, we can meet your needs. The initial plan is a 3 meeting process, with subsequent updates and reviews every 3-6 months.

Clients are billed based on their total Assets Under Management (AUM schedule), with a minimum fee of $2400 per year ($100/month), along with an initial engagement fee of $600. Clients with insufficient assets to cover this fee are responsible to pay the remainder out of pocket. As client assets grow, the out of pocket portion is reduced until it reaches $0.