Services & Pricing
You consider yourself a modern, progressive professional. You care about the environment, your community, and the well-being of those around you.
You embrace technology and believe in using it to enrich your life and achieve more.
You are never satisfied with the status quo. You strive for continuous improvement and in doing the work to live better and increase your positive impact in the world.
And you want to build wealth to support your dreams.
You are open to help and you like the idea of having someone to pay attention to your money. You would love to have someone "own" the money stuff you never get around to.
And ultimately, you want help defining your reason for building wealth and having a plan to get there.
We Handle the Stuff You Don't Get Around To
Our best clients are busy people who don't get around to managing their money. We're here to help. We act as your personal money coach to provide advice, support, and accountability so you can focus on your life and business without that nagging feeling that you should be paying more attention. We pay attention for you.
- Budgeting and cash-flow planning
- Adopting FinTech
- Retirement planning
- College planning
- Career coaching
- Business mentoring & consulting
- Operational money organization
- Tax planning
- Launching/growing business
- Debt elimination
- Insurance planning and protection
- Buying and/or selling a business
- Lifestyle goals and planning
- Giving & philanthropy
- Relating with money
The scope and structure of this engagement includes:
$300 One-time Planning Fee* + Annual Investment Management Fee (billed quarterly directly from investments)
Transparent, all-inclusive pricing.
*Waived for those with annual household income under $50,000.
|Assets Under Management||Annual Fee|
|Up to $250,000||1.00%|
|$250,001 - $500,000||0.90%|
|$500,001 - $1,000,000||0.80%|
|$1,000,001 - $3,000,000||0.50%|
|$3,000,001 & above||0.45%|