What To Expect

No One Likes to Talk About Money.
That’s Why We Focus on Your Life.

Yes, we manage your assets. And we offer everything and more than larger firms. As independent advisors, we’re not tied to a single product portfolio or sales department’s objectives.

But our absolute bottom line isn’t products or performance—it’s your quality of life. We guide you in making the financial decisions that help you maintain and improve your lifestyle, no matter what.

Our Process Looks Something Like This.

Our first conversation is 100% focused on your life and your goals—no financial statements allowed.

Once we’ve gotten to know you, we talk numbers—including your assets, debts, expenses, and more.

We walk through a detailed financial plan that takes into account every facet of your unique situation and objectives.

We become your partners, actively managing your assets and providing year-round guidance on financial decisions, big and small.

We check in once a year, when we reevaluate your plan, your progress, and any needed shifts or revisions, together.

We Keep Your Costs Simple.

  • FLAT FEE FOR YOUR FINANCIAL PLAN
  • FLAT ANNUAL FEE FOR OUR ONGOING PLANNING SERVICES
  • COMPLETELY TRANSPARENT, FEE-BASED ASSET MANAGEMENT

Can’t Wait to See Some Numbers?

Play around with our retirement savings calculator to get a feel for where you stand. Keep in mind that this information is nowhere near as detailed as the work we’ll do together, but it might help tide you over.

RETIREMENT CALCULATOR

Ready to Take the First Step?

Contact Us to schedule an introductory conversation.