1008 Carolan Ave.
Everyone has their financial goals, but not everyone knows how they will get there.
How much risk should I take to reach my goals? Do I have enough to retire and at what age? How do I save for my children's education and my retirement at the same time? How can I be as tax-efficient as possible?
These are all valid questions, and fortunately, we have the answers.
What We Bring To The Table:
improved motivation | increased accountability | enhanced perspective | greater confidence
A professional process in place to manage your finances
assessment of current situation | set realistic goals | design custom plan
More time on your calendar
we set meetings | discuss any changes | remain on track | you focus on your personal life
Avoid common mistakes
inadequate diversification | not taking advantage of tax-advantaged accounts | poor investment choices
Maximize opportunities by staying in the know
latest trends and products | take advantage of new growth opportunities | minimize risks
set deadlines | keep you accountable | breakdown goals into manageable tasks | take action | make progress
We deliver on this engagement in 90 days or less
For clients that want a comprehensive financial plan, but are not looking for investment management services, we charge planning fees ranging from $3,000 to $10,000 based on your needs. We will also do one-time project work based upon an agreed-upon scope of work. We will make a good faith estimate of the number of hours needed to complete the project. Fees typically start at $3,000 for project-based engagements.
This fee does not include detailed investment portfolio recommendations that would typically qualify as services applicable as wealth management services.
Please note that the below meeting structure is just an example. Meeting topics and frequency will be adjusted based on your specific situation.