Wealth Management is a holistic, financial and life planning service to help you better manage your money to live the life you desire. First, we take considerable time to understand you, your passions and lifestyle goals before making any recommendations.
Plans are collaboratively created with you and consider your unique circumstances. Plans are reviewed and adjusted as you journey down life’s road. As a fee only, fiduciary advisor, recommendations are always made in your best interest and without conflict of interest.
Included in service:
- Initial personal discovery, goal development meeting
- Unlimited “what if” plan scenarios and reviews
- Ongoing assistance implementing plan recommendations
- Unlimited consultations available (client commits to a minimum of two per year)
- Cash flow planning
- Debt management and reduction planning
- Comprehensive investment advice on all client accounts (both managed and held-away)
- Unlimited periodic investment performance reports available
- Integrated tax-smart investment strategies
- Tax planning strategies
- Insurance planning
- Retirement income planning and Social Security coordination
Initial client fee: $1,000
Quarterly Fee based on investment net worth:
Up to $1m: $1,000
$1m – $2m: $1,500
$2m – above: $1,750
*Fee may be off-set or waived for clients who use Investment Management service.