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Financial Planning

You come first…and only. A fiduciary relationship with an unbiased approach. This is our best offering and most valued relationship. Our approach to this service is this:

  • Gather Information and Determine Primary Objectives
  • Present Multiple Pathways for Accomplishment
  • Monitor Progress on an Ongoing Basis and Repeat

Our approach is holistic, constantly monitoring and analyzing your current situation to achieve the best case scenarios you’ve set out. Our efforts go beyond just goal-setting; our greatest strength is our ability to strategize intricate financial details and simplify complex decisions. Our Financial Planning service is our best offering, and this subscription encompasses planning expertise in investments, insurance, retirement, tax, business, and estate planning. Our subscriptions start at $250 per month and varies based on complexity. There is no charge for our first meeting to see if we're a good fit moving forward.

Included in this service are the following: 

  • Ongoing Proactive Client Meetings and Communication
  • Annual Benefits Enrollment Consultation
  • We will join you during meetings with other Advisors, including Attorneys, Accountants, Bankers, Lenders, Insurance Agents, etc.
  • Access to our software and data aggregation system
  • Recommendations on retirement assets, bank and cash management, and any other assets not under our management
  • Student Loan and Debt Service Management
  • Fiduciary Advice

Investment Management

Our ideas in investing take three categories into consideration: Tactical (Movement in the Market), Strategic (Buy and Hold), and Diversified & Alternative Investments (Not correlated with the market). With all three categories, at various levels, depending on risk analysis, your investment portfolio has the greatest allocation and is purposefully allocated, not just broadly allocated. Our fee for this service starts at 1% of assets managed.

Insurance Planning and Review

Insurance is not a one-size-fits-all category. For most individuals, developing a goal for each insurance policy helps define the intention behind the purchase. Once the purpose for the policies is clearly defined, managing the policies becomes much easier. We offer insurance services on request. 

Medical Residents and Dental Students

During your training, we offer a lite version of our financial planning service at no cost. We will meet up to two times per year to provide advice on your individual situation. It could be a benefits review, tax planning for moonlighting income, basic estate planning, student loan management, or more. When training ends, you can choose to transition to a financial planning engagement or discontinue services.

Schedule a Meeting to Get Started

To learn more or to see if we are a good fit for you, feel welcome to schedule a meeting. The first meeting is conversational, and you do not need to provide any financial documents or information, unless there is something specific you want us to review immediately. There is no charge for the first meeting.

Schedule a Meeting Here

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