Services
Tailored Financial Planning
Our financial planning and financial advisory services start with understanding your situation and developing a written list of your goals and concerns. From there, we cover a wide range of financial planning issues in an integrated fashion.
Retirement Planning
Whether you are already retired or planning to retire, you want to know how long you can sustain your desired level of spending and what changes need to be made.
Income Tax Planning
Consulting to spot tax-minimization opportunities by reviewing your current situation and by preparing forward-looking cash flow and tax projections
Investment Advisory
We review your current asset allocation and investment choices across all your investments and discuss any hidden fees that you may be paying.
Estate Planning
Getting clarity on your estate planning documents and beneficiary designations is critical – it is too important to ignore.
Risk Management
Having the right amount of insurance determined by an objective review will help protect your assets without overpaying for insurance that may be “sold” to you.
Life Planning
Planning is much more than just looking at numbers. Life-integrated planning involves exploring living an intentional life with the financial clutter in the rear-view mirror.
Service Offering
We currently are offering our flagship Wealth Planning Services where you would receive ongoing advice, education, and implementation assistance and includes holistic financial planning, tax planning, and investment management. You would receive the greatest service and value from our Wealth Planning Services. If you are looking for an ongoing partnership with a fiduciary advisor, our Wealth Planning Services would be an ideal fit.
Wealth Planning Services
Ongoing, integrated financial planning.
Includes professional investment management.
Flat Fees of $2,000 to $5,000
+ Tiered Fee of Investments Managed
Ongoing Financial Planning + Investment Management
Foundational Areas*
Financial Model and Cash Flow Projections; Retirement Analysis
Tax Strategy Overview
Asset Allocation Advice
Tax Planning with Year-End Analysis
Other Core Areas (Estate Planning, Insurance, etc.)
Life-Focused Planning and Retirement Coaching
Ongoing access
Investment Management Services
*Foundational Areas = Written List of Goals, Net Worth Statement, Emergency Fund, Debt Analysis, Education Funding, Employee Benefits, etc.
Investment Management
Our financial planning and financial advisory services start with understanding your situation and developing a written list of your goals and concerns. From there, we cover a wide range of financial planning issues in an integrated fashion.
Matching Approach to Asset Allocation
Your investment asset allocation is tied to a variety of your goals, including your cash flow needs in retirement.
Evidenced-based Investing
While staying diversified, we seek to tilt our allocations for favorable long-term returns.
Ties To Your Financial Plan
Your situation is unique. Your investment management program should tie to your unique needs and evolve as your situation changes.
Act As a Fiduciary
As fee-only fiduciary advisors, we have chosen to put our clients' interests first. It is more than a legal standard – it is how we think clients should be treated.
Index-investing With a Twist
Low-cost approach that lies between passive investing and active investing.
Education And Behavioral Coaching
We value our role as teacher so that you will have confidence in the long-term strategy. To avoid the mistakes that so many do-it-yourselfers make during market volatility, you receive coaching along the journey.