Our comprehensive planning service delivers a deep, differentiated, personalized approach that goes far beyond surface level guidance and portfolio management.
We take the time to help you identify and clarify what is most important, align your objectives and design a path to get you there. We help you navigate the waves of life by riding along side you, not just for you, to make your journey possible.
What to Expect
Our comprehensive financial planning engagement is a year-long engagement that includes meeting cadences and focused follow-through. Over the years we have noticed that the largest struggle with financial planning isn’t developing the strategies, it is the discipline of following through.
Our process is designed to help develop strategies to remove complexity from your lives while ensuring disciplined completion of action items. Each client circumstance is unique, so our fee is determined based on the level of complexity but generally ranges from $4,500 up to $20,000 per year.