Pricing
Hourly Advice Project Fee
$200
Perfect for those looking for short term guidance or wanting a DIY approach
Services offered but not limited to:
Offer advice and support on one-off topics
Create and review a one-time financial plan
Review asset allocation and provide suggestions
*Estimate provided in advance
Investment Management & Financial Planning
AUM FEE
Assets Under Management (AUM) for individuals and families
$2,000 on AUM under $250,000
1% on first $1,000,000
0.75% between $1,000,000 and $2,999,999
0.50% between $3,000,000 and $4,999,999
0.35% for 5,000,000+
No minimum AUM*
Billed monthly or quarterly
Ongoing Financial Planning Only- For Individuals
3,000*
Individuals seeking continued support and guidance
*Annual minimum fee
Identify short & long term goals
Review your current financial position
Create a roadmap to achieve your goals
Review quarterly to make adjustments
*Billed monthly or quarterly
Ongoing Financial Planning Only- For Couples
3,600*
Couples seeking continued support and guidance
*Annual minimum fee
Identify short & long term goals
Review your current financial position
Create a roadmap to achieve your goals
Review quarterly to make adjustments
*Billed monthly or quarterly
Our Process
Phase 1: Initial Conversation
Let's get to know each other better!
This is a great opportunity to discuss what you are hoping to achieve and see if we are a fit for each other.
Once you book, I'll send you a quick questionnaire to fill out before we meet so I can better understand your goals.
Phase 3: Identifying Goals & Objectives
What does your future look like?
Once we've gathered all necessary data, we'll meet to define your short and long term goals.
We'll identify any challenges and work with you to create actionable solutions.
Phase 2: Data Gathering
Now the fun begins!
Once we come to terms on an agreement, we'll work with you to collect the necessary documents to get the ball rolling.
This may take place across multiple meetings to ensure we gather all the information needed to paint a comprehensive financial picture.
Phase 4 Mapping out a Plan
Watch your goals come to life!
Following our goals & objectives conversation, our team will create a personalized financial plan. We’ll guide you through each step, ensuring you understand how the plan aligns with your goals and financial aspirations.
We will continue to refine and adjust as needed until you're completely satisfied and ready to implement!
Phase 5: Implementation
Phase 6: Monitor & Review Progress
It's time to see it in action!
We'll help set up or roll over any accounts as needed to ensure everything is in place for your financial strategy.
After the initial set up, we'll meet with you after 30 days to make sure everything is aligned with your expectations.
We provide on-going support and advice throughout the term of our agreement, meaning you don't have to wait until we meet to ask questions or discuss any concerns.
Watch your investments grow!
As part of our ongoing financial planning services, We’ll meet quarterly to review your financial progress and make any necessary adjustments to your strategies. During these meetings, we’ll assess how your investments and overall financial plan are performing, discuss any changes in your life or goals, and ensure that everything is aligned with your long-term vision.
After 12 months, the choice to continue working with us is entirely yours!
Services
Build a strategy to pay off your debt in a way that works best for you!
DEBT MANAGEMENT
Reduce stress knowing your assets are in good hands
INVESTMENT MANAGEMENT
Invest in you and your child's future education
EDUCATION PLANNING
Ensure your assets are properly assigned to be passed down to loved ones
ESTATE PLANNING
Invest and save for retirement at any stage of life
RETIREMENT PLANNING
Strategize to minimize your tax liability
TAX PLANNING
Identify and minimize potential risks in your financial plan
RISK MANAGEMENT
Create a personalized approach to build a portfolio to achieve your goals
ASSET ALLOCATION
We are here to assist you in any financial matter
& MORE!