How We Engage With Prospective Clients:
Intro
30 minute intro to cover immediate concerns and discuss how we can help. Book here
Discovery Meeting
60-90 minutes to talk through your financial picture and lay the groundwork for a plan that aligns with your personal goals. Ultimately, this meeting is to make sure there is room for us to add value in your life and ensure a personal connection.
Get to Work
We combine the details from your financial life to formulate and recommend an action plan for TODAY and the years to follow.
Implement
We don't just provide recommendations, we help you take action. Whether that's sharing screens or doing a conference call to assist in the consolidation of your financial accounts - we're here to make sure you feel 100% confident in the actions we're taking to improve your financial life.
How We Work With Clients Going forward:
Meet 2x per year
We'll use these meetings to make continued progress towards the goals established in our initial meetings, update your goals if they've changed, and deal with any financial issues along the way.
Ad Hoc Meetings
Life changes don’t always come in 6 month intervals, so whether it's buying a house or navigating a career change, we're available any time to help you through major financial decisions.
Behind the Scenes
We work throughout the year to implement your investment strategy, manage equity compensation, and coordinate key action items.
How Do We Get Compensated:
We are a fee only advisor, that means what we tell you we are going to get paid is actually what we receive - no hidden commissions from the sale of insurance or investment products.
Fee Model
Fees are meant to reflect the time and services delivered, and grow with the complexity of your life
Total
Assets
Annual
Fee
% of
Assets1
$500k - $1.5m
$8,000
0.80%
$1.5 - $3.0m
$10,500
0.47%
$3.0 - $7.0m
$13,500
0.27%
> $7.0m
Custom
- Fees are based on total investable assets and include:
- Comprehensive financial planning + Investment management
- Self-prepared Estate Document Preparation (wealth.com)
- Tax preparation covered through CPA partnership up to $1,000 / year
- Total assets do not include equity in primary residence and are measured at the end of each calendar year
- Fees are adjusted over a 2 year period each time a client jumps fee tiers
- Fee may be adjusted for complex situations (most notably business owners)
(1) % of assets based on midpoint of each band
