Services
Introductory Consultation
Our process begins with a completely free, introductory consultation. You have zero commitment or obligation. Let’s get to know each other and see if there’s a mutual fit. We are not in the business of selling you what you want, but rather a practice constantly striving to deliver on what you need. Our approach is not always orthodox, and we believe rising economic challenges call for unique solutions. If you, like us, see the world a little differently, we think we stand out among our peers.
Ongoing Planning
While our solutions may at times be unique, everything we recommend is anchored on where you are trying to go which all starts with a plan. As we build a relationship together, we hope to uncover your dreams and ambitions and insure your money serves that purpose. However, planning is dynamic just like your life. As you life changes, those goals may too, so your plan must evolve with you. Goals are just ideas absent an action plan to achieve them. We’ll walk you through our process to help make them a reality.
Investing for All Seasons
Our investment management solutions are rooted in your plan and goals. We think that seismic changes in markets and society necessitate an approach to investing grounded in more timeless and enduring principles. This approach is not aligned with the modern standard which makes it all the more important to educate our clients, so that they feel a sense of ownership and empowerment. We have created a fully transparent and accountable process, so there’s no mystery over your investments.
Service Tiers
We charge a flat, monthly fee for our wealth management services (ongoing financial plan and investment management). Tiering is determined solely based upon the time and complexity required for your unique situation. This is reviewed annually to ensure fees remain appropriate.
We serve a select group of individuals and families defined only by our shared mission and approach to planning and investment. Our flat fee model doesn’t preclude those with less or overcharge those with more.
Examples of Complexity Across Tiers
Foundations
Plans starting at:
$300/month
Generally, W-2 Income only.
No Business Interests.
Personal Residence Only
Standard Will/POA
Basic College Funding
Straightforward Insurance Needs
Stewardship
Plans starting at:
$600/month
Non-W-2 Income Sources (Solopreneur, Consultant, etc.)
Executive Comp Structures (Deferred Comp, Equity-Based Comp, etc.)
Property in Addition to Personal Residence
Detailed Retirement Income Planning
Moderate Levels of Coordination with Other Professionals
Legacy
Plans starting at:
$1,000/month
Multiple Income Sources
Business Owners with Employees and Benefits Considerations
Multi-Generational Families with Complex Entity Structures and Closely Held Businesses or Other Assets
Multiple Private Alternatives, Rental Properties, etc.
Extensive Coordination with Other Professionals
Book a Consultation
If you would like to learn more about our process and see if we’re a good fit, schedule your complimentary consultation below.