Option 1
Ongoing Wealth Management & Financial Guidance
Many clients prefer a long-term relationship that goes beyond planning. With this approach, we waive the separate Comprehensive wealth planning fee and incorporate planning into an ongoing advisory relationship.
This option includes:
- Comprehensive wealth planning
- Plan implementation and coordination
- Active portfolio management
- Ongoing monitoring and adjustments
- Financial coaching and accountability
- Regular reviews and guidance as life changes
- Access to our team as an ongoing financial resource
Our compensation comes from managing investment portfolios and implementing the financial strategies, products, and solutions that support your plan.
We believe financial success is often achieved through consistent guidance, education, and accountability. As your trusted advisor, we help you stay focused on your goals while adapting your strategy as your life and circumstances evolve.
Option 2
One-Time Financial Plan
For individuals who want professional guidance but prefer to manage implementation on their own, we offer a comprehensive wealth planning engagement for a one-time fee.
This option includes:
- A personalized financial plan based on your goals and objectives
- Analysis and recommendations tailored to your situation
- A clear action plan to help guide your decisions
This engagement does not include:
- Ongoing investment management
- Portfolio monitoring, trading, or rebalancing
- Investment selection or implementation
- Ongoing financial coaching or accountability
- An ongoing advisory relationship
Once your plan is delivered, you are free to implement the recommendations independently and at your own pace.