Are You Searching for a Mapmaker or a Guide?
When visiting a foreign country, some people choose to buy a map and explore on their own. Others would rather hire a knowledgeable guide to help them plan and navigate their trip in real time. Whichever way you approach your financial goals, we have a way to work together.
Here are the two options:
One-time Financial Plans
Not sure you want an ongoing and proactive relationship with an advisor? We offer one-time comprehensive financial plans for those interested in self-implementing our expert recommendations.
A comprehensive financial plan includes two plan presentation meetings, indefinite access to your dynamic plan website, and one month of email support. Typical cost is $5,000.
Do you value ongoing, proactive guidance? Wealth Management is for those who wish to delegate the tracking, monitoring, and implementation of their plan and investments to an expert so they can focus on the things in life that matter most. Cost is based on a percentage of your investment portfolio.