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     Strategy     Session

 

This session is designed to answer 1 or 2 of your most pressing financial concerns. Examples include: selecting investments in your 401k, guidance on rolling over funds into an IRA/Roth IRA and investment selection, review of existing budget, or development of a plan to tackle your credit card or student debt.

 

One-time engagement

Includes an 30-min introductory session, a 60-min session to review recommendations, and action items

$400

one-time FEE

 

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Comprehensive Financial Planning

 

After a full review of your financial situation, we will develop a goals-based financial plan, focusing on relevant areas such as budgeting, savings, debt reduction, retirement planning, company benefits, life insurance, and other major areas. We provide achievable action items and assist with implementation.

 

ongoing guidance

Includes 2-3 meetings up-front, quarterly check-ins and monitoring, and available access for ongoing financial questions

$600-$1,000

+$105/month*

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(Typically 2-5 months to "get everything in order")

*Planning Retainer waived for clients for whom we directly manage assets >$200k

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Investment Advisory Services

 

We manage your individual and joint taxable accounts, Traditional or Roth IRAs, 401k rollovers, and SEP IRAs (self-employed) through secure, user-friendly technology. Access to low-cost, liquid, and globally diversified portfolios. No hidden fees, commissions, or trading costs. No minimum balance necessary. 

 

INCLUDES

Personalized portfolio construction, implementation, and continuous monitoring

0.75%

annual fee based on assets