ONGOING FINANCIAL PLANNING with INVESTMENT MANAGEMENT – Our primary service offering is Ongoing Financial Planning with Investment Management, which we approach as a continuous engagement paid through an annual retainer. We believe that financial planning should be a process – not a product. The ongoing service model provides you with support quarter after quarter, year after year, while building a deeper understanding of your financial health. You will learn how different elements of your financial life work together to create a strong foundation, so you can take ownership of the process – without getting overwhelmed.

We will work through the most fundamental elements first and touch on every part of your financial life throughout the year. You will receive manageable, actionable steps, with regular meetings to help keep you on track.

The Price – Financial Planning is billed as a minimum annual retainer, paid in equal monthly chunks to make it more manageable. The annual fee is $4,500, with $375 due each month. Clients with firm-managed investment accounts exceeding $450,000 will also be charged an Assets Under Management (AUM) fee.

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