What You'll Walk Away With:

• A personalized investment strategy built around your goals, your timeline, and what actually matters to you

• Tax-smart strategies that keep more of what you've earned working in your favor

• Regular progress check-ins so you always know where you stand

• Values-aligned, sustainable investing as the default approach

• Peace of mind knowing someone is watching your accounts year-round

 

Why It Matters:

There's a specific kind of relief that comes from knowing your investments are being handled — and that you don't have to think about them unless you want to.

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The work behind the scenes is rigorous. The experience on your end should feel like the opposite of complicated. No jargon, no overwhelming quarterly reports, no feeling like you need a finance degree to follow what's happening with your own money. Just clarity, confidence, and the freedom to focus on the things that actually require your attention.

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For people who want investment management paired with a one-time financial plan, Foundation and Alignment can work together as a natural combination. For people who want ongoing financial planning alongside investment management, Momentum may be the better fit — one conversation is all it takes to figure out which one is right for you.

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The Details:

Alignment fees are a tiered percentage of assets managed — meaning the more you invest, the lower your rate.

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Here's an example of how it works: a $250,000 portfolio would pay approximately $2,500 per year, or about $208 per month. A $500,000 portfolio would pay approximately $4,500 per year, or around $375 per month.

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Full fee schedule:

• Under $100,000: 1.1%

• $100,000–$500,000: 1.0%

• $500,000–$1,000,000: 0.9%

• $1,000,000–$2,500,000: 0.8%

• $2,500,000–$5,000,000: 0.7%

• Above $5,000,000: 0.6%

 

Ongoing portfolio management includes keeping your portfolio balanced as markets move, tax-smart strategies, and progress check-ins throughout the year. Values-aligned, sustainable investing is the default approach for all Alignment clients.

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If this sounds like what you've been looking for, I'd love to talk it through. No pressure, no jargon, no judgment — just an honest conversation to see if we're a good fit.