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OUR SERVICES

FINANCIAL PLANNING

Individual Action Plan

Not sure how to tackle certain tasks, or uncertain of what decisions to make? Looking for a solution to a problem or a simple guide on how to get things done? We're here to help you get started.

What's Included:

  • 1 - 2 meetings (in addition to introduction call)

  • Cover 2 - 3 topics of your choice

  • Personalized action plan with to-do list 

    • Includes recommendations​ and applicable analyses

  • Phone and email support for 4 weeks

  • Access to our professional referrals: CPAs, attorneys, etc.

    • We provide you with a list of recommended professionals we trust

Looking for more?

Check out our ongoing financial planning services.

Pricing:

$500 - $3,000 depending on complexity and number of topics

Ongoing Financial Planning

Think personal CFO. Looking for continuous support and accountability? We help simplify difficult decisions whenever they come your way. We're here to consolidate your financial life.  (Includes action plan.)

What's Included:

  • 2 - 3 initial meetings (in addition to introduction call)

  • Cover unlimited topics of your choice

  • Personalized action plan with to-do list 

    • Includes recommendations​ and applicable analyses

  • Unlimited and continuous phone and email support ​ 

  • Access to our professional referrals: CPAs, attorneys, etc.

    • We provide personal introductions

    • Joint meetings with your CPA or attorney (or any other professionals)

Additional Benefits:

  • Assistance in implementing recommendations, to-do list tasks, and any other tasks as they arise

  • Your own financial portal with RightCapital

    • View all accounts, goals, and progress in one place

  • Scheduled check-ins and progress updates

  • Annual comprehensive review meeting 

  • Access to Investment Management Services

Pricing:

$150 - $300 per month
$500 - $1,000 initial fee
(includes first month's payment)

 

Example Topics

  1. I have all this money saved up. What should I do with it? Where do I even begin?

  2. How do I pay off my debt while still saving and investing for other things?

  3. What the heck do I do about my student loans?

  4. When can I afford to buy a home, and how much home can I afford?

  5. I have a 401(k) at work. Am I contributing enough? Are my investments properly allocated?

  6. How do I make sense of my company's benefits? Which benefits, and how much, should I elect?

  7. My company offers stock options. What are they? What do I do with them?

 

INVESTMENT MANAGEMENT

Investment Management

Not sure where to invest or how to invest? Don’t have the time or the desire to manage your own investments? We handle the investment management so you don’t have to. We create allocated portfolios based on your various goals.

What's Included:

  • Your own investment portal to view all account holdings

    • 24/7 secure online access to portfolio information​

  • Quarterly updates and periodic market updates

  • Tax-efficient portfolios and tax-loss harvesting strategies

  • Access to Socially Responsible Investing (SRI) strategies

  • Assistance in account openings, transfers, rollovers, and other account maintenance

What We Use

  • Mutual Funds, ETFs, and individual securities

  • We use AssetMark's platform to offer you our investment management services

Pricing:

We offer our investment management services to all of our ongoing financial planning clients.

  • Minimum initial investment: $1,000

  • Annual management fee: 0.40% - 0.75%

    • ​Fee based on the combined market value of all accounts in the same household that are managed by FPL