Clear Mission. Trusted Advice.

We will work with you to develop an asset allocation strategy to meet your financial goals and risk tolerance. We may also provide information on investment vehicles and strategies, review employee stock options, and assist you in establishing your own investment account at a selected custodian.

  • Starting at $400
  • One-Time Fee
  • Risk-Tolerance Adjusted
  • Customized Allocations

This service may also involve an analysis and assessment of your current investment related fees in order to provide a better understanding of the long-term impact that these fees can have on your investment goals. In addition, we may explore lower fee alternatives with you that aim to provide similar market exposures, but at a lower cost.

With one-time investment advisory projects such as this one, implementation is up to you. Alternatively, we are happy to help implement and manage your portfolio with our Ongoing Investment Management service.

Risk Assessment

The first step in understanding your personal investment situation is to garner an understanding of your risk tolerance. Investing in the financial markets comes with substantial risk, but with time, these risks can be evaluated and managed.

The first goal of our risk management process is to understand your investment horizon. Longer-term investments can take on greater risk because you have a longer time to recover should the market turn against you, whereas shorter-term investments should take on less risk.

The second goal is to understand how comfortable are you with taking on risk, in general. If the thought of being down 20% in a given year petrifies you, we will craft a portfolio that takes on much less risk than we would otherwise.

Aligning your risk tolerance with your investments is critical to a sound investment strategy. To get started, try out this free risk assessment. It will ask you a few simple questions to help you better understand where you stand. It only takes a few minutes, and the results may surprise you.

Fees

Project-Based investment advisory will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $400 and $4000 depending on complexity and scope of the project.

If a fixed fee program is chosen, the fee will be due at completion of work. Since project based fees are paid in arrears, no refund will be due upon termination of the agreement.

If you are looking for continual management of your investments, consider our Ongoing Investment Management service.

Get Started Today

We are here to help. Schedule a free consultation to see which service will fit your circumstances the best. We look forward to serving you, and should you have any questions about this or anything else, please feel free to reach out at any time.

And if you’re looking to get started right now, try out our free risk assessment. Again, it only takes a few minutes, and the results may surprise you.


Do your finances and investments need a check-up?

Not sure how to begin? No problem. Schedule a free, no obligation 60-Minute Quick Start consultation with me, and we’ll go from there.