We offer a complimentary one-hour introductory consultation to all prospects. This meeting allows us to get to know one another and determine how we can best help you.
General advice from an experienced CERTIFIED FINANCIAL PLANNER™ based on your personal situation.
There will be no comprehensive analysis (or plan) that can answer questions such as: “How much do I need to start saving to retire at age 55?” or “Will I run out of money if I keep spending this amount each year?”
For the do it yourself investor we offer a comprehensive review and analysis of your current financial situation that is tailored to you and your household. We take a deep dive into your personal financial situation and provide you strategies to accomplish your financial goals.
Our comprehensive plan addresses the following items:
Our comprehensive plan is a 7 step process, completed over a 3 month period.
For the investor who wants a full-time advisor and a team behind them, we offer the fee based approach
The breakdown of our advisory fees are as follows:
|10,000,000 and up||0.55%|
Opening and establishing investment accounts for small businesses:
Items we will take care of.
Take the Wise approach and schedule a 15-minute discovery call with our team. There’s no obligation or cost, just the opportunity to introduce ourselves and find out if we can be of service.