Services & Fees

We're flexible. Flat fee to asset-based. Remember, we're fee only. No hidden commissions.

It’s easy to get started.

Take a look at our options below to see what is right for you.

Financial Planning

Financial planning is the heart of what we do. 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?

We build long term relationships to understand your financial needs, help you organize, prioritize and get your financial plan on track.

Ongoing Financial Planning Includes:

  • Initial development of your financial goals and plan
  • Semi annual review meeting (in person or online)
  • Investment recommendations and implementation (optional)
  • Advice on as needed basis: annual benefits enrollment review, tax planning discussions, refinancing, job transitions, etc
  • Monthly services calendar of financial planning topics
  • Email access to a Certified Financial Planner professional (CFP®).
  • Access to our network of professionals (legal, tax and real estate resources) to help you implement your plan.

Elements of your customized financial plan could include:

  • Real Estate Reality Check
  • College Education Savings Plan
  • Company 401(k) Investment Recommendation
  • Company Benefits Package Review
  • Stock Option and Restricted Stock Plan Review
  • Student Loan Payoff Plan
  • Insurance Policy Review (note: we do not sell insurance)

Cost: One-time financial planning fees* are $4,500 for individuals or $6,000 for couples.

Financial planning fees waived with investment management of assets greater than $500,000.

Investment Management

Have your investments underperformed, but you aren’t sure how to make things better? Do you have accounts “all over the place” due to job changes and abandoned plans to start investing on your own? Do you find the multitude of investment choices out there a little overwhelming?

If you are looking for objective advice to help you build your overall investment portfolio, we can help.

Investment Management Includes:

  • Goal-focused financial plan
  • Investment recommendations & implementation
  • Account opening and maintenance (third party custodian)
  • Investment rebalancing as needed (usually 1-2 times annually)
  • Ongoing financial planning (see above) included at no additional charge with investment management of assets greater than $500,000.

Please read more about our investment philosophy here.

Cost: Investment advisory fee is typically* 1.00% of assets under management annually.

*Reduced with assets over $5,000,000