We offer a wide variety of personalized services to help individuals and families meet their financial objectives. We serve families and individuals from all walks of life and in all stages of life. We have no minimum asset requirement.
Our goal is to create a long-standing relationship with our clients and to provide them with financial advice through all the stages of their life. However, we also welcome clients who require our services on a one-time or as-needed basis.
Because everyone’s circumstances are unique, we have a flexible and scalable set of services that can be tailored to meet your individual needs. Any of our packages can be customized to meet your individual needs, or we are available on straight hourly fee. Please see our Fee Schedule for a detailed breakdown of the costs for each of our offerings.
A Financial Review is a comprehensive, in-depth analysis of the many financial factors that have an impact on your life and provides the foundation for your financial independence. The plan balances the pieces of your financial puzzle so the many parts are working together for your benefit. Each Financial Review plan is tailored to your unique goals and objectives, and serves as the basis for your financial peace of mind. See our Fee Schedule for further details.
A Financial Project is an in-depth analysis of one or two of your specific personal finance issues. For example: Am I on track to retire? How much do I need to save for college and how am I going to pay for college? Are my investment holdings in line with my needs and goals. See our Fee Schedule for further details.
In a Financial Checkup, we look at your overall financial picture and address your most pressing financial issues. A typical meeting lasts around 2 hours and a summary report is provided after the meeting.
A ‘Getting Started’ checkup is ideal for young individuals and couples who are just starting their own ‘financial lives’. This will give them the direction to avoid common pitfalls and to start a down a path toward their long-term financial success. See our Fee Schedule for further details.