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
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$4,000 to cover entire cost of plan
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$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
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Fee: 1% of managed assets
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Fee: 0.9% of managed assets
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Fee: 0.8% of managed assets
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Fee: 0.7% of managed assets
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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
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$250 / hour
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Starting at $2,000. Price dependent on complexity of project.