We are living longer with less dependence on pensions and government benefits.

Are you prepared?

Do you have written, comprehensive plan in place?

Will you outlive your money?

 

1) Free Consultation:
For us to get to know one another and learn if it makes sense to continue or not.

2) Discovery Stage:
Asking questions and collecting information pertaining to your finances and goals.

3) Initial Recommendations:
Aligning your overall financial & investment strategy with your goals and objectives.

4) Implementation:
Forms are completed and accounts established.

5)Progress Sessions:
Typically 1-4 times per year.  Adjustments to your plan and investment portfolio throughout the year may take place.

6) Minimums/Fees:
Financial planning is available on a flat fee basis; we will review all of your Investments, Insurance and Estate planning documents and provide appropriate recommendations.  Implementation of the advice is at your sole discretion and can be with any provider of your choosing.  Our flat fee planning agreement can be found here.  Please contact us for more information.

Asset management services are also available subject to an account minimum of $250,000 in total assets per client family.  The fee for ongoing investment and financial advice is  a percentage of your assets that are placed under our supervision which ranges from 0.9% – 1.5% annually.  Our investment advisory agreement can be found here. Please contact us for more information.