Get Started
No matter where you are on your financial journey, we’re here to help.
Our ideal clients have:
The ability to save toward their goals monthly
Are looking for a ‘total solution’
Are willing to delay gratification
Are prudent investors
Want to work with a professional team
Have a long-term perspective
Have realistic expectations
Are relationship oriented
Your First $500k™ Program
$1,500 up front- Comprehensive financial planning
- Tax smart investing
- Annual financial planning reviews
- Semi-annual check-ins
- Unlimited email support
- A team approach with CFP® professionals
- Low-cost passive investing plans
- Tech tools
- Digital client portal
- Coordination with and referrals to outside professionals
- With you throughout your whole journey
Over $500,000
$2,500 to $10,000 up front based on case complexity- Comprehensive financial planning
- Tax smart investing
- Annual financial planning reviews
- Semi-annual check-ins
- Unlimited email support
- A team approach with CFP® professionals
- Low-cost passive investing plans
- Tech tools
- Digital client portal
- Coordination with and referrals to outside professionals
- With you throughout your whole journey
*Unlike some firms, we don’t have asset minimums for our firm—we believe everyone that wants help should be able to afford it. This monthly fee allows us to provide financial planning and investment management services to anyone who wants it.
Unique situation? Let’s talk.
You deserve more than a “one size fits all” approach.
Get Started
No matter where you are on your financial journey, we’re here to help.
Our ideal clients have:
The ability to save toward their goals monthly
Are looking for a ‘total solution’
Are willing to delay gratification
Are prudent investors
Want to work with a professional team
Have a long-term perspective
Have realistic expectations
Are relationship oriented
Your First 500k™
Working on Your First 500k™? We’ll help you build your first plan.
$500 per month plus inflation
Over $500,000
$2,500 to $10,000 up front based on case complexity
$2,500 annually + 0.90% on managed assets
Comprehensive financial planning
Tax smart investing
Annual financial planning reviews
Semi-annual check-ins
Unlimited email support
A team approach with CFP® professionals
Low-cost passive investing plans
Tech tools
Digital client portal
Coordination with and referrals to outside professionals
With you throughout your whole journey
*Unlike some firms, we don’t have asset minimums for our firm—we believe everyone that wants help should be able to afford it. This monthly fee allows us to provide financial planning and investment management services to anyone who wants it.
Unique situation? Let’s talk.
You deserve more than a “one size fits all” approach.