Young Professionals
- How much should I set aside for an emergency fund?
- Do I make pre-tax or Roth contributions into my retirement account?
- How do I start investing?
Career & Family Builders
- How much should I save for my child's education?
- How can I reduce taxes?
- How do I build wealth?
- Do I need life insurance for my spouse or my children?
Retirement Preppers
- How much do I need to save for retirement?
- Can I retire before age 65?
- When should I apply for Social Security benefits?
Legacy Planners
- How can I transfer wealth with minimal taxes?
- How do I plan for medical care?
- How do I make sure my family is taken care of?
Financial Planning
$250/hour
5 hour minimum
- Hourly fee for financial planning and advice
- Services include:
- retirement income strategy
- goal planning & budgeting
- financial decision-making
- insurance needs
- financial literacy
- What it could look like:
- a one-time financial plan or retirement strategy
- monthly financial consulting meetings
- Flexible and stylized for your needs
- No account or asset minimums
Investment Management
$250,000 asset minimum
- Ongoing, fee-based asset management with annual account reviews
- Comprehensive analysis of your full financial picture with recommendations for refinements across your portfolio
- Diversified and regularly rebalanced accounts, access to hundreds of investment options and tax-managed strategies
Hybrid - Financial Planning and Investment Management
Inquire for minimums
- Hybrid option for clients who may not meet the asset minimum but are still looking for ongoing financial advice
- Access to annual reviews, investment planning tools, and advice on your broad financial portfolio
- Includes asset management with a discounted hourly planning fee
- Ideal for growth-oriented individuals