There are two ways to work with me:
One-Time Advice and Ongoing Advice.
My goal is to ensure every client understands what they can expect and how we are compensated.
One-Time
Ideal for individuals with a simple planning need and DIYers.
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$2500 - $5000
(depending on complexity)
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Think of One-Time Planning as a map showing where you are and where you need to go.
A holistic review of assets, debts, and insurance
A single meeting in person or via Zoom (typically 1.5 - 2 hours)
A follow-up call for implementation assistance as required
A PDF financial plan with recommendations that may include:
Employer retirement account allocation
Pre-tax vs Roth analysis
Portfolio risk assessment
Tax planning
Private school and college funding
Asset protection
Debt optimization
Insurance needs analysis
Ongoing (most common)
Ideal for individuals and families who value the integration of financial planning and investment management on an ongoing basis.
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1% of assets under management below $1M
.8% from $1M-$2M
Fixed fee above $2M
(Asset minimums may apply)
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Think of Ongoing Planning as hiring a guide to take you to your desired destination.
Investment management custodied at Charles Schwab
Access to financial advice year-round
Annual reviews in person or via Zoom
Integration with other trusted advisors (CPAs, attorneys, etc.)
A comprehensive and long-term planning relationship that may include:
Employer retirement account allocation
Pre-tax vs Roth analysis
Portfolio risk assessment
Rebalancing
Tax planning
Cash flow optimization
Private school and college funding
Real estate/small business planning
Asset protection
Debt pay-off
Credit card strategy
Life insurance guidance
Disability insurance needs analysis
Long-term care planning
Estate planning