Build Wealth with Confidence
For the busy professionals and families in their 30s-50s who want to take control of their finances and build long-term wealth.
Who you are:
10+ years away from retirement
Household income of $200K+
Want to be a good steward of your money
Busy with work, chores, family and have no time to do full and proper financial planning
What you might be thinking:
“We make good money, but where does it all go?”
“How do we best utilize our work benefits and investment options?”
“How do we balance college and retirement savings?”
“Are we doing the right things financially?
“Can we optimize and improve our financial plan?”
“Is early retirement a possibility?”
“Are we going to be OK financially?”
How we help:
We cover, but not limited to:
✅ Personalized financial planning and goal setting
✅ Cash flow and savings optimization
✅ Big purchase planning
✅ Investment management
✅ Insurance and risk management
✅ Retirement planning
✅ And more… See our Financial Planning Process
Our Fees
Our fee is transparent, based on the schedule you see here. We don’t collect commissions or kickbacks. What you see here is what you pay us. It includes both Financial Planning and Investment Management.
The fee is designed to make both Financial Planning and Investment Management accessible, without needing to have large investment accounts.
The fee can be paid directly from your investment accounts as long as it doesn’t exceed 2% of the investment assets under management. You can also pay via ACH or credit card.
Our minimum annual fee is $4,500, paid monthly.
Fees are annualized, billed monthly, and reviewed annually. Fees are based on typical complexity. Higher complexity may result in a custom fee.
Examples of Investment Accounts considered under Assets Managed include: IRAs, brokerage accounts, and retirement plans for self-employed individuals.