Services and Fees
Services and Fees
Working closely together, we work to help you organize your finances, inform you of important steps to take, and empower you to move forward with confidence. We continually adapt and refine our services to incorporate new ideas and respond to changes in our clients' needs. We offer fee-based wealth management and financial planning services.
Wealth Management
Our comprehensive wealth management service is designed to provide ongoing planning and advice for households with investment portfolios of $500,000 or more. Our wealth management services include:
- Budget, cash flow and net worth statements
- Financial goals analysis
- Investment risk assessment
- Portfolio management
- Retirement income strategies
- Annual tax planning
- Charitable giving strategies
- Estate document and beneficiary review
- Insurance and risk assessment
- Ongoing consultations and support
Basic Planning
Our foundational financial planning service is designed for clients seeking financial guidance without ongoing support or investment management. Our financial planning service includes the following:
- Budget, cash flow and net worth statements
- Financial goals analysis
- Investment risk assessment
- Beneficiary review
- Insurance and risk assessment
We provide our basic financial planning services for a minimum fee of $2,500. Follow-up consultations are available for an hourly fee of $300 per hour.