Financial Planning & Investment Management

Want to learn more about financial matters, but too busy to dedicate the time? Do you have a nagging feeling that you should be taking care of financial business, but not sure what to do next?

Perhaps you have accounts “all over the place” due to job changes and abandoned plans to start investing on your own? Or your investments have simply underperformed, and you aren’t sure how to make things better.

We’ve got you covered.

Our Comprehensive Financial Planning Process

Discovery

  •  Review of your current financial standing
  • Assessments of your wealth-building factors and risk tolerance
  • Deep-dive meeting which includes a mind-map of your financial life

Solutions

  • Development of your goals and plan
  • Identify tax planning opportunities and prepare
  • Create a savings plan that makes progress towards multiple goals at the same time
  •  Much more. (see below)

Service

  • Check in meetings and/or annual review
  • Advice as needed
  • Monthly communications of financial planning topics
  • Access to our network of professionals to help you implement your plan.

Pricing Options

We are fee-only financial planners, which means we cannot receive commissions and do not sell financial products. We offer a few options:

  • Asset-Based Fee. This is a percentage of the investments under our management and is deducted directly from your account. (Ranges from 0.5% – 1.5%. Minimum annual fee applies.)
  • Flat Fee for Comprehensive or Project Financial Plan (Ranges from $4,000 – 8,000, based on complexity)
  • Hybrid. We could combine an asset-based fee with an upfront planning fee for investment clients below our minimum fee.

We can provide a customized proposal after getting to know you better!

Divorce Financial Analysis

If you are going through a divorce, you are being asked to make important decisions which will affect the rest of your life.  The emotional stress is overwhelming, but what about the financial uncertainty?

We can help. You may need:

  • Help organizing your financial data to feel prepared for a meeting with your divorce attorney or mediator.
  • An outside opinion or financial “reality check” on a proposal for settlement.
  • Support for the duration of your case to organize your financial data, analyze the long-term implications of multiple settlement options and produce the financial reports needed for your case.

Our team of three Certified Divorce Financial Analysts (CDFA) has worked on hundreds of cases and can help you make informed decisions regarding the financial aspects of your divorce.

We will propose a flat fee based on the complexity of your case. We can determine your needs and make a proposal after a free consultation meeting.