Our Services
Money Minutes
Bite-size financial advice and implementable action items provided to you by a CFP® professional to give you back your time and peace of mind.
Best for busy people where time is money and convenience is key.
Not suited for complex financial questions or situations.
$150 flat fee for 30 minutes; $300 for 1 hour
Money Minutes is billed in 30 minute increments and requires a half-hour minimum, which is collected in advance.
Ongoing Wealth Partnership
A collaborative and personalized partnership with a CFP® professional where, together, we focus on key topics and pain points of your financial life each month, working towards designing your life on your terms.
Best for those who are focused on accumulation and are consistently contributing to their retirement and/or investment accounts.
Not suited for those who are focused on wealth preservation and income, seek to maintain sustainable portfolio growth, and have an average portfolio value of $1MM+
Ranging from $500-$750 per month, depending on the unique needs of your situation.
The recurring monthly fixed fee is paid in advance each month.
Purpose-Driven Investment Management
Guiding you to make purposeful choices with your wealth today so that it can grow and support your future goals.
Best for those who seek to maintain sustainable portfolio growth, are focused on wealth preservation and income, and have an average portfolio value of $1MM+
Not suited for those who want to invest in individual stocks.
The annualized fees for investment management services are based on the following blended tier fee schedule and is paid quarterly in arrears.
| Assets under management | Advisory fee |
|---|---|
| $0 - $2,000,000 | 0.90% |
| $2,000,001 - $5,000,000 | 0.50% |
| $5,000,0001 and Above | 0.10% |