OUR APPROACH TO WORKING WITH YOU

People First. Planning Second.

Your plan begins with your story, your goals, your concerns, and what you want life to look like.

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Our Process

1

Envision: Understanding What Matters

We learn about your situation, goals, concerns, and discuss whether we’re the right fit.

2

Prioritize: What Needs to Happen First?

We help identify what requires immediate attention, what can wait, and how to coordinate with your other professionals.

3

Plan: Building Your Financial Roadmap

We design a tailored plan that reflects your goals and timeline.

4

Implement: Putting the Plan into Action

We assist with executing your plan, from investment changes to beneficiary updates to coordinating with your advisory team.

5

Protect: Ongoing Management & Optimization

As life evolves, your plan should, too. We meet regularly, answer new questions, make needed adjustments, and remain available whenever life changes unexpectedly.

Management Fees

Our fee for ongoing wealth management is based on the assets we manage for you. It includes investment management and portfolio oversight, comprehensive financial planning, estate and tax coordination, and ongoing access to our team.

Annualized Management Fees:

  • 1.00% on the first $1,000,000
  • 0.50% on the next $2,000,000
  • 0.30% on all assets over $3,000,000

Fees are charged quarterly and calculated based on your total assets under management. We are a fee-only fiduciary firm, which means we are compensated only by you and required to act in your best interest.

Minimum Relationship Size

We work with clients who have at least $500,000 in investable assets.

Financial Planning Fees

For clients who need comprehensive financial planning without ongoing investment management, we offer standalone planning engagements with an annual minimum fee of $1,000. Fees may vary depending on the scope and complexity of the plan. We’ll discuss pricing during your first meeting.

Our Door Is Always Open

Every relationship begins with a conversation. We welcome the chance to get to know you and determine whether we can support your financial goals.

Let's Talk