Your Goals. Your Way.
This service involves working one-on-one with our financial planning team over an extended period of time. By paying a fixed monthly fee, you will work with a planner who will develop and implement your plan.
- Starting at $350/month
- Continual Support
- Year-Round Access
- Includes Ongoing Investment Management
We will monitor your plan, recommend any changes and ensure your plan is up to date. Upon desiring a financial plan, we will establish your goals and values around money. You will be required to provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefit, retirement planning, insurance, investments, college planning, and estate planning.
Clear Mission, Trusted Advice
Once the your information is reviewed, your plan will be built and analyzed, and then the findings, analysis and potential changes to your current situation will be reviewed with you. You will then receive a written or an electronic report, providing you with a detailed financial plan designed to achieve your stated financial goals and objectives.
If a follow-up meeting is required, we will meet at your convenience. Your plan and your financial situation and goals will be monitored throughout the year and we will make follow-up meetings, phone calls, and emails with you to confirm that any agreed upon action steps have been carried out.
On an annual basis, there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. Any needed updates will be implemented as needed.
For clients with assets under management less than $750,000, ongoing fees are paid monthly, in arrears, at the rate of $350 per month. This service may be terminated with 30 days’ notice. Since ongoing fees are paid in arrears, no refund will be due upon termination of the agreement.
For clients with assets under management greater than $750,000, our ongoing fees are based on the market value of the assets under management and may also include held away accounts that you choose to have our firm advise on and regularly monitor. The standard advisory fee is calculated as follows:
|Account Value||Annual Advisory Fee|
|$750,000 – $1,000,000||0.56%|
|$1,000,001 – $5,000,000||0.30%|
|$5,000,001 – $10,000,000||0.25%|
|$10,000,000 and Above||0.20%|
The annual fees are pro-rated and paid in arrears on a quarterly basis. The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart and applying the fee to the account value as of the last day of the previous quarter.
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.
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.