As a fiduciary, we provide fee-only financial planning services and investment management to our clients. We are an independent firm whose entire focus is on our clients, and what is best for them.

All of our clients start with a no-obligation introduction meeting.

Our goal is to partner with you to clarify your goals, develop a plan, and guide you to continued success.

Financial planning services include:

  • Retirement Planning
  • Stock Option Planning
  • Tax Planning & Strategies
  • Insurance Planning
  • Investment Advisory & Management
  • Small Business Advisory Services
  • Education Funding
  • Estate Planning
  • Income Planning
  • Employee Benefit Maximization
  • Expense Management
  • Wealth Transfer & Estate Planning
  • Emergency Savings
  • Social Security Maximization
  • Debt Management
  • Pension Strategies
  • Big Purchase Planning
  • “Windfall” or Inheritance Planning

The only compensation we receive is directly from our clients. We do not receive commissions, referral fees, or third-party incentives of any kind, and our clients know the cost before starting

FINANCIAL PLANNING
COST
Initial Planning fee is $0 – $2,400 and then an ongoing monthly fee of $0 – $500
Comprehensive financial planning and ongoing financial advice from a CFP®.
An initial 60-90 minute get-to-know-you meeting
2 to 5 subsequent planning meetings
Ongoing check-in meetings (1-3 per year) to review, update, and address additional items
As much direct email and phone advice as needed
Recommendations, action guides, and assistance implementing all parts of the plan
Personal financial management website (e.g. mint.com on steroids)
Connections to other professionals (e.g. accountants, attorneys)
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INVESTMENT MANAGEMENT
COST
Starting at 0.275% per quarter for the first $500,000 with breakpoints thereafter.
A thoughtfully structured investment plan based on your individual needs.
An academic and common sense investment approach
Globally diversified, low-cost, and tax-efficient
Institutional grade Dimensional Fund Advisors (DFA) and Vanguard funds and ETFs
Investment management fees are tiered and based on account values.
$0 – $500,000…………..0.275%
$500,000 – $1,000,000……0.225%
$1,000,000 – $2,500,000….0.188%
More than $2,500,000….0.125%
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