Broker Check

How We Help

STEP 1 

COMPLIMENTARY INTRODUCTORY MEETING


We want to find out what brought you to seek a financial advisor. We also want to see if we are a good fit for each other and how our team can help. 

  • Get to know each other
  • See the scope of our Milestone Planning Process
  • Learn about the financial planning tools we utilize
  • Plan the next steps



60-Minutes 

Step 2

GETTING ORGANIZED MEETING


The goal of this meeting is to help you gather your financial info into one organized place. This usually brings relief and clarity to clients. You will have your own secure online portal where we can collaborate on your financial plan. 

  • Create a financial profile
  • Aggregate account info
  • Upload financial documents
  • Review net worth and cash flow

60 to 90-minutes


STEP 3 

VISION AND GOALS MEETING


Do you have a clear vision for your future? What steps are you taking today to achieve that vision? This is a very important process that is often overlooked by advisors. We want to take the time to talk with you about your dreams and expectations and how to launch from where you are today to move in that direction.

  • 10-year dream
  • 3-year picture
  • 1-year plan
  • S.M.A.R.T. goals

60 to 90-minutes


STEP 4 

ANALYZE AND PROPOSE MEETING


This is the meeting where we bring everything together and show you the plan. We schedule more time for this meeting so we can help you understand the plan and answer questions you may have. 

  • Provide plan recommendations
  • Create annual plan
  • Layout 90-day milestones
  • Account(s) set up


90-minutes


ONGOING MAINTENANCE STEPS

ONGOING MAINTENANCE STEPS

Once your plan has been created, there is ongoing maintenance and implementation that we can help you accomplish. It is vital that we connect at a minimum of 1-2 times per year to address topics related to your plan such as the following:

AM I A GOOD FIT?

Nice
People

We only want to work with nice people whom we can build strong relationships.




Want a
Financial Plan

Our clients understand the value of having an advisor and recognize how important it is to take the time to plan.



Eager
to Learn

We are educators at heart. Our desire is to equip our clients to make wise choices in their finances.



NEST EGG
of $500k

Our clients benefit most from our financial planning when their assets are at least $500k and they have positive cash flow for financial planning.

Our Pricing

FINANCIAL PLANNING

FINANCIAL PLANNING

The annual fee covers the design and implementation of your personalized plan. Financial planning involves assessing your current financial situation, setting financial goals, and developing a strategy to pursue those goals.

Financial planning costs will be provided during the Introductory Meeting. The amount will be based on the complexity of your plan. Our minimum financial planning fee is $5,000.

50% is due before Getting Organized (Step 2)  

50% is due after Analyze & Propose (Step 4)

FINANCIAL PLANNING WITH INVESTMENT MANAGEMENT

FINANCIAL PLANNING WITH INVESTMENT MANAGEMENT

For clients who invest with us, the financial planning fee will be reduced by the amount of assets invested.  

Our progressive asset management fee covers advisors' knowledge, time, and effort in creating and implementing an investment strategy tailored to your financial goals, risk tolerance, and time horizon. Fees are based on assets under management in advisory platforms and range from 1.35% to 0.5%.