We make your finances simple and your fees clear.

Our services


Financial Planning

Whether you’re saving for education, preparing for retirement, or building a legacy, we’ll create a plan tailored to your family’s needs:

  • Education Planning: Save for your children’s education with confidence

  • Retirement Planning: Secure a comfortable future for your family

  • Cash Flow and Budgeting: Align your spending with your financial goals

  • Risk Management: Protect your loved ones with the right insurance

  • Estate Planning: Build a lasting legacy

  • As your family grows and circumstances change, we’ll be there to adapt your plan and keep you on track

  • $4,000 to cover entire cost of plan

  • $3,000 per year with $1,500 upfront fee for initial plan

Fees


Wealth Management

Our tailored wealth management services provide expert guidance and continuous oversight, ensuring your portfolio reflects what matters most to you. Includes everything in the Financial Planning package, plus everything below:

  • Development of a customized investment portfolio based on the financial plan, risk tolerance, and long-term goals

  • Ongoing management, rebalancing, and adjustments based on market shifts and life changes

  • Tax-efficient investment strategies, such as tax-loss harvesting and capital gains management

  • Regular performance reviews to keep your portfolio on track

Fees are a percentage of assets under management (managed assets) with a $3,000 minimum annual cost

  • Fee: 1% of managed assets

  • Fee: 0.9% of managed assets

  • Fee: 0.8% of managed assets

  • Fee: 0.7% of managed assets

  • Fee: 0.6% of managed assets

Fees


Advisory Services

For families needing advice on specific topics, we offer focused hourly and project-based consultations. Get clarity on:

  • Retirement Planning

  • Debt Consolidation

  • Budgeting

  • Employee Benefits Review

  • Investment Review

  • Tax Planning

  • Major Purchase Planning

  • Education Planning

Fees

  • $250 / hour

  • Starting at $2,000. Price dependent on complexity of project.

Questions before getting started? Get in touch.