New relationships begin with a twelve-month comprehensive planning engagement, at a flat fee of $2,750 per household. Half of the cost is due upon the signing of the formal engagement letter and the other half is due upon the presentation of the financial plan. Financial planning fees may be discounted with Asset management agreement.
Clients who complete a comprehensive planning engagement may choose ongoing services on for an annual contract paid monthly. These ongoing agreements focus on "looking around the corner", helping you make proactive financial decisions as your life events change over time.
We begin the investment process by defining your goals – what do you want your wealth to accomplish for you, your family, your legacy. Then we look closely at your current investments and how they are – or aren’t – supporting those goals. Together, we discuss recommendations for a cohesive investment approach that that is tailored to support your needs and wants.
We believe in using professionally managed investments to build a diversified portfolio that balances your need, ability and willingness to take risk. We are continually cost-conscious, utilizing strategies that seek to be tax-efficient and identifying opportunities to minimize future taxes.
While most clients choose our comprehensive planning, we recognize that you may desire more customized support. That’s why we’re pleased to offer a la carte planning services by the hour. Depending on your situation and needs, feel free to choose from the topic areas listed in the list above, or choose your own focus area.
**There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.