what we offer

Our Plans

How It Works

Option 1: Financial Planning
Service

Designed for young professionals beginning their financial journey and looking to create a map to building long term wealth. Consists of an exploratory and plan generation process leading to the following deliverables:

  • Written financial plan customized to client goals, values, time horizon, risk tolerance and resources available.

Option 2: Strategic Advisory Service

Designed for young professionals getting serious about their journey to build wealth but with minimal investable assets outside of employer sponsored retirement plans. Consists of strategic financial planning and ongoing strategic wealth advisory services. Client will be required to self-manage investment strategies in accordance with plan recommendations. Firm will deliver the following services to clients:

  • Written financial plan customized to client goals, values, time horizon, risk tolerance and resources available.
  • Quarterly assessment of planning assumption validity against economic and market trends.
  • Semi-annual formal check-in meeting.
  • Formal annual assessment of client financial strategy.
  • Unlimited email/phone contact with firm pertaining to any financial issues/concerns.

Option 3: Full Spectrum Advisory Service

Designed for professionals looking for a comprehensive advisory process that builds and executes a holistic wealth strategy. Consists of strategic financial planning, ongoing wealth advisory services, and discretionary asset management through firm’s custodian, Charles Schwab. Asset management offered using model portfolios (exceptions can be made due to client’s unique situation). Firm will deliver the following services to clients:

  • Written financial plan customized to client goals, values, time horizon, risk tolerance and resources available.
  • Discretionarily managed model investment portfolios in accordance with IPS.
  • Monthly evaluation of investment performance and rebalancing as necessary in accordance with IPS.
  • Quarterly assessment of planning assumption validity against economic and market trends.
  • Formal annual assessment of client financial strategy. Investment performance reports provided.
  • Unlimited email/phone contact with firm pertaining to any financial issues/concerns.