Fee-Only Financial Planning

Fee-Only Financial Planning

See the big picture and stay on the right track to the success you want.

We believe financial planning is an ongoing process, not just a one-time event. Life changes and evolves, and we can act as your guides along the way to ensure you stay on the right path through it all.

For this reason, all of our engagements begin with a one-year contract so that we can get to know you and provide deeply personalized advice and recommendations to you.

How We Work with Clients

Although we call it “financial planning,” it’s really more about life planning: helping you find ways to leverage your wealth as a tool to fulfill your vision of your future life. When we work together, we’ll identify where you are today, where you might like to go in the future -- and then it’s our job to pave the path to get you there.

Your financial plan includes action steps to take, suggestions on what to do to improve or optimize and aspect of your wealth, analysis of both opportunities you may want to take advantage of and risks to protect against, and more.

When we provide financial planning services to you, we:

Get to know you and your family and what’s important to you.

Identify and prioritize your long-term goals (which could focus on retirement, college, home-ownership or your business).

Design how you want your future to look, including your lifestyle, where you’ll live, and how much it will cost.

Help you make the best decisions that fit your current situation and long-term expectations.

Forecast the growth of your portfolio, making realistic assumptions about the risk you are willing to accept and the investment returns you should realistically expect.

Model different scenarios to show how different decisions—such as retiring a couple of years later or working part-time—can impact your nest egg.

Answer all questions you have about your finances or investments along the way, so you always understand the “why” behind our advice.

Invest in the Life You Want

We’re a fee-only financial planning firm, which means we don’t sell products, earn commissions from third-parties, or receive any kickbacks. You can rest assured knowing we’re never financially incentivized to do anything but put your best interests ahead of everything else.

You can start with a financial planning and investment advisory one-year retainer and we'll cover all aspects of comprehensive financial planning over the course of 12 months and multiple conversations and meetings.

Fees generally range from $9,100 to $14,500 for the first year, based on the level of service and complexity of your financial situation.

We also offer investment management for an additional fee that we determine based on the number of accounts, their sizes, and your investment preferences.