Plan creation $300

Commonly Addressed Issues

 

 

  • What you have in your financial inventory?

  • What goals you have?

  • Are you properly invested?

  • Are you minimizing your tax liabilities?

  • Do you have the right insurance coverages?

  • Do you have the appropriate estate/legal documents?


Ongoing Planning

 

 

 

  • Clear Actionable Steps

  • Plan Updating

  • Client Portal 


Investment Management Fees

 

 

 

  • 0 - 1 million - 1%

  • 1 million - 2 million - 0.80%

  • 2 million - 5 million - 0.60%

 

*Bespoke structures will be evaluated on a case-by-case basis*