When looking forward, everyone says to focus on your goals. Obtaining enough retirement income, buying a house, affording a child’s college tuition - whatever it is you want your wealth to help you achieve.
But Goals Aren’t What Make You, You.
Your purpose, your why, your drive. That’s what really matters.
But goals can change, fluctuate, come and go. You need a sustainable financial plan that’s rooted in who you are today and aligned with where you’ll be tomorrow. We make it happen by focusing not on your future financial obligations, but on the steady, intrinsic purpose inside you that drives all of your decisions.
First, we seek to understand your purpose.
Then, we create your purpose-driven goals.
Finally, we craft a financial plan to help you achieve these goals.
Implement, review, and adjust accordingly.
Your best interest is our only concern. We offer the advice, strategies and solutions we believe will provide you and your finances with the greatest outcome. You won’t get advice from us that we’d be wary to take ourselves.
There are things you want to accomplish in life and things you know you must prepare for. And while you may not have a plan now, you crave the peace of mind in knowing you’re doing the right thing. Whether you want to know your special needs child will always be taken care of, or you’re ready to pay off your house, you have the drive but need the direction. That’s where we can help.
Dedicated Professionals
Families With Children
High
Earners
Business
Owners, Entrepreneurs
Creatives
Download our free Ebook to see why today’s successful high earners are using professional money managers to grow, manage and protect their wealth.
Whether you sit behind a desk or in front of patients, we know you’re busy. You spend 40, 50, 60+ hours a week furthering your career, running your business or providing for your family. Working with a comprehensive financial planner means getting the answers you need without sacrificing time away from what really matters - your family, your career, yourself and your purpose.
Download our free Ebook to learn the six best and worst decisions you can make as you roll over your IRA during retirement.
Our process takes time, because developing a comprehensive, custom plan shouldn’t be rushed. Instead, we take the time needed to understand your deeper purpose and how your financial goals can work to achieve it.
Before we talk shop, we want you to get to know us a bit better. We’ll answer any questions you may have about our services, purpose-driven planning, fees and anything else on your mind.
This 30-minute conversation can be done virtually, over the phone or in-person over coffee.
After deciding if we’re right for one another, we can begin working together to define your purpose.
In doing so, we can then develop goals designed to help you achieve your greater purpose. Your advisor will create a comprehensive financial plan based on these goals.
Based on our previous discussions, your advisor will determine how every piece of your financial puzzle should work together to support your purpose. In doing so, we can work toward meeting your goals.
Depending on the complexity of your situation, this analysis may encompass aspects of your legacy including an estate plan, wealth transfer and family governance.
Upon completion of our analysis and evaluation, we’ll provide you with a recommended plan of action designed to support your personal purpose. In doing so, it is our hope that we can help you move closer to reaching your goals and ultimately fulfilling your purpose.
We’ll break down the actionable items on both your end and ours, and we’ll check-in regularly to hold both parties accountable.
24/7 Access To Your Personal Dashboard
Quarterly
Reviews
Ongoing
Communication
Email & Phone Access To Your Advisor
You have a right to know how much we make and why. As a fee-only firm, our compensation comes solely from you. In turn, you, your purpose and your financial goals are our top and only concern.
Assets Under Management | Fee Percentage* |
$0 to $250,000 | 1.5% |
$250,001 to $500,000 | 0.80% |
$500,001 to $1,000,000 | 0.60% |
$1,000,001 to $2,000,000 | 0.50% |
$2,000,000 and up | 0.40% |
*Minimum annual fee of $1,500
We offer our financial planning services at an initial fee of $250 and an ongoing retainer based on your household net worth.
Household Net Worth | Fee Percentage* |
First $1,000,000 | 0.50% |
Next $4,000,000 | 0.40% |
Next $5,000,000 | 0.30% |
Above $10,000,000 | 0.20% |
*Minimum annual fee of $1,500
$1,250 - $3,500
For those wishing to develop a financial plan without our ongoing retainer, we offer our services at a flat rate depending on the nature and complexity of the plan.
Give us a call today or schedule a time to talk more about your biggest financial concerns. We’ll work to understand who you are today, where you want to be tomorrow and how we can get you there together.
