What You'll Walk Away With:

• Continuous, values‑aligned portfolio management

• Proactive planning updates as your life & goals evolve

• Tax‑smart strategies and ongoing optimization

• Regular check‑ins and real‑time access to your advisor

• Confidence that your financial world is coordinated and cared for

 

Why Momentum Matters:

True financial confidence isn’t built in a single plan — it’s sustained through time. Momentum gives you a clear path forward and a trusted professional to walk it with you. You’ll have the flexibility to adapt as life changes, while your investments and strategies stay aligned with what’s most important to you.

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The Details:

• Eligibility: Available to select clients who want both ongoing financial planning and professional portfolio management.

• Comprehensive financial planning, ongoing portfolio management, rebalancing, tax‑smart strategies, and regular progress check‑ins.

• Fees start at $5,000 per year, including an upfront fee of $3,500 to cover onboarding.

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Ready to take the first step?

Build sustainable momentum with ongoing partnership and values‑aligned investing.