Wealth Management Partnership
Best For: Individuals looking for focused advice without a full financial plan commitment.
What's included:
- Targeted, expert advice tailored to your specific financial needs or queries.
- Secured access to our vault so that you may upload the documents you need help with or have questions on.
- A 15 minute pre-meeting phone call so that we can make the best use of our time together and set the agenda for our consultation.
- Options are phone, Zoom, Teams, or at our office location
Investment: $250/ hour
Financial Plan That We Build Around you
Best For: Someone who wants to collaborate with a professional but enjoys DIY. This investor is seeking a detailed plan to align their investment strategy with their financial goals.
What’s Included:
- A discovery appointment to explore your financial situation and objectives. This includes your goals, wants and wishes.
- A follow-up appointment to deliver your personalized financial roadmap.
- You will have the ability to dictate inflation, tax changes, supply your RSU's, Stock options and Deferred Compensation if applicable. Robust options that you get to decide.
- Delivered with a plan to manage and grow your wealth within your risk tolerance.
- The plan provides a guide for account balances metrics needed annually to achieve your stated goals.
- I will personally review this with you so you know how to use this to manage your own portfolio.
- One year of follow-up consultations to track progress and make necessary adjustments.
Investment: $5,000 one time typically used for 5 years if no major life changes happen requiring an update.
Hourly Planning For Targeted Answers When you Need Them
Best For: Someone who wants to collaborate with a professinal and then delegate the deliverables instead of DIY. Clients seeking a fully managed, holistic financial experience are the best fit for this option.
What’s Included:
- Comprehensive financial plan addressing all key areas of your financial life.
- Ongoing portfolio management tailored to your goals and evolving circumstances.
- Annual portfolio reviews to ensure your strategy remains aligned and optimized.
- Continuous risk management and plan updates as your life changes such as marriage, career transitions, or growing your family.
- Estate and legacy planning guidance to help protect what matters most.
Investment: Starting at $5,000 annually