Financial Planning
We offer holistic financial planning services ranging from comprehensive analysis to address all areas of a client's financial plan to modular analysis, focusing on specific areas that a client feels may need more targeted attention.
Financial planning is an ongoing process of managing your finances to achieve your life goals. Its a process that starts with the evaluation of your current situation, analysis of possible outcomes, and determination of strategies that provide the most optimal outcomes. It's an evolving process that changes as your goals change and as you face life transitions.
Portfolio Management
We provide financial planning services on an hourly basis starting at $150/hr-$200/hr.
Portfolio management is the strategic process of selecting, monitoring and adjusting your investment portfolio to ensure that it is consistently aligned with your risk tolerance and investment objectives. It involves the balancing of risk, reward and diversification in your investment portfolio. It requires a through understanding of your short term and long term financial goals.
Although tax-efficient ETF strategies is the focus of our investment philosophy, we offer a broad spectrum of investment strategies to align with our clients unique investment objectives.
We provide portfolio management services on an AUM (Assets Under Managment) basis. Fees range from 1%-.1% based on AUM size.
FAQs
What services do you offer?
We provide financial planning and portfolio management services tailored to your needs.
Who are your typical clients?
Our Financial Planning service is open to any and everyone who is looking for expert financial guidance.
Our Investment Management service is more specialized and geared towards clients who have accumulated at least $300,000 or more in liquid assets. We also help clients who anticipate accumulating $300,000 or more in liquid assets within a reasonable amount of time.
How do you charge?
We charge on an hourly basis for financial planning and a percentage of assets under management for portfolio services.
What is holistic financial planning?
Holistic financial planning considers all aspects of your financial life, ensuring a comprehensive approach to wealth management.
Do you offer tax-efficient strategies?
Yes, we specialize in tax-efficient wealth management to maximize your financial growth.