Who We Work With
You need help with your financial plan.
You are looking for a trusted advisor.
You believe successful investing is goal-focused and planning-driven.
You believe successful investing revolves around a robust financial plan.
You are looking to optimize for taxes.
You are looking for professional financial guidance and investment coaching.
Your Total Account Size: $1,000,000+
Frequently Asked Questions
What are your Fees?
There are two fee structures we work with our clients. One is a percentage based on the assets we manage. The other is a flat fee based on complexity and services provided. We always try to find the best fit to create a win-win fee structure for our clients.
Do you have a minimum account size?
Yes, your total account size is $1,000,000+. We do make exceptions for high-income earners and business owners.
Are you a Fiduciary?
Yes, we are a fiduciary and fee-only.
If we were to work together, which custodian would you recommend?
We would recommend Charles Schwab as our Custodian. A custodian safeguards your assets. Learn more by clicking at https://advisorservices.schwab.com/navigating-risk-regulation/asset-safety