Friendly, flexible and always fee-only.
My firm provides financial life planning, which is a planning process that uses your money to increase your sense of financial well-being and life satisfaction. We focus on your money facilitating the life you want and need now, as well as the life you want and need in the future.
This comprehensive care model involves a much more intense and hands on approach for those with complex financial lives and a need for more in-depth management and accountability. The fee for this service is based on a combination of .5% of your total net worth and 1% of adjusted gross income (AGI), with a minimum annual fee of $6,000, debited monthly or quarterly, in advance.
Pricing is designed to facilitate great client outcomes and to avoid conflicts of interest. Additionally, my goal is always to provide value greatly in excess of your investment. We will manage transitions, implement complex solutions and capture opportunities as they come up.
We attempt to help you achieve the best life possible. We accomplish this by focusing on the information that matters to you most. I will work in concert with you by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf. I try to move as many boulders out of your way so you can spend your time in ways you truly enjoy.
Check out the Process tab to get an overview of how the process works and the benefits of each step.
Managing, improving and capturing opportunities within your financial life
Sound valuable to you? Contact me.