Start with a Free Consultation

The two basic ways to get started with us are through our Assets Under Management service or with a one-time Financial Plan. We also offer a Divorce Consulting service during and/or after a divorce.

Assets Under Management

Studies have shown that comprehensive ongoing financial advice may add a value of 1.6% or more, after all fees, to a portfolio.*

For example, that’s a potential benefit of $16,000 annually (beyond any fees you pay) on a $1 million portfolio or $80,000 on a $5 million portfolio.  The benefits of customized, comprehensive financial planning can be substantial.

We start with deep conversations about what matters to you. We then build a custom financial plan for you that incorporates ongoing investment management as well as consultations on taxes, estate planning, insurance and more.

We continually revisit and update the financial plan as your life situation changes. Throughout our relationship, you will be well-informed and in control of your finances. We meet with you regularly as desired and communicate often.

Our cost structure is competitive, and there is no cost or tax to transfer assets.

Our strategy is to make our service to you chock full of value.

Fill out the form below to see if a free, no-obligation Investment & Tax Planning Review is right for you.

Financial Plan

This point-in-time plan can cover the following areas, as desired by the client:

  • Financial independence
  • Budgeting
  • Investment review
  • Insurance review
  • Tax reduction strategies
  • Estate planning

Clients who start here can move into Assets Under Management at any time.

The fee for this service typically ranges from $5,000 to $10,000+, depending on the services requested. We often find tax reduction strategies that can save more taxes over time than clients pay in fees.

Fill out the form below to start the process for a free quote based on your needs.

Divorce Consulting

For clients (new or existing) who will come out of a divorce with substantial resources, we consult during and/or after the divorce in areas such as:

  • Post-divorce goals
  • Budgeting
  • Settlement sufficiency
  • Housing questions
  • Investment questions

This service is billed on an hourly basis.

Fill out the form below to start the process for a free quote based on your needs. 

Request a Meeting

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