Comprehensive Financial Planning and Investment Management for Business Owners and Retirees
WHAT WE DO
We listen and ask questions to hear about you and your financial goals and values.
We help you get organized so all your finances are in one easy-to-see place.
We provide actionable advice for your business profitability and your retirement plan.
We help you maximize profits, save on taxes, and plan for financial independence.
We provide investment management based on your goals and retirement plan.
We coordinate with your other financial professionals, including accountants, bookkeepers, attorneys, and insurance professionals. You will have a team working for you and your financial goals.
How to Work Together
OUR PRICING
We provide comprehensive financial planning, advice, and investment management for business owners and retirees. We consider your entire financial picture, values, and goals to advise you on wise financial decisions. We help you avoid making future financial mistakes. We’re with you throughout life so you can have someone to delegate investment management to in alignment with your financial plan. We create your financial plan with you and for you. We come alongside you to help you take action on your finances, remove financial procrastination, and find freedom from the burden of managing your finances alone.
Our services can be paid for via a combination of a percentage of investments we manage for you and an annual flat fee for comprehensive financial planning and advice. Fees depend on your unique financial picture, which we will uncover together. The yearly financial planning engagement starts at $6,000 annually. Fees also depend on the number of investments managed, ranging from 0.90%-1.5% of the investment balance per year. Your specific situation would dictate the fee, which would be stated clearly to you before working together formally. Contact Us for more information.
Annual Financial Planning and Advice, *fee minimums:
$6,000 per year. Paid monthly, $500.
For Business Owners: $7,200 per year. Paid monthly, $600.
*Automated monthly from a credit card or bank account.
Investment Management . Our fee schedule is a blended rate based on the following tiers:
$0 - $100,000 | 1.5% per year
$100,001 - $500,000 | 1.25% per year
$500,001 - $1,000,000 | 1.05% per year
$1,000,001 and Above | 0.90% per year
*Billed quarterly in arrears.