Financial Consulting Services
Some of the most important planning and decision making should be done when you are young and have a long career ahead of you. Generally speaking, the earlier you start making smart financial decisions, the better positioned you will be when buying your first home, sending your children to college, getting out of debt, and finally retiring. We have created a program designed specifically for those who may not yet have significant assets but still need significant advice. This service is designed to set you and your family on the right path to begin growing your wealth, and hopefully, putting you in a position to transition into one of our more traditional full-service financial planning and investment management service offerings.
Program Includes:
There are two components to this program, asset management, and financial planning/advice. This blended service comprises elements of both financial planning and investment management but at a reduced cost compared to our standard agreements.
Financial Planning/Advice
Level 1 Planning Service
Comprised of Financial Goals Analysis, Employee Benefits Review, and if applicable, Educational Analysis, including recommending the type of education savings account appropriate for your situation. An in-person initial meeting to present financial goals analysis and recommendations, with ongoing financial advice using all electronic communication. One additional telephone or video check-in meeting per year.
Level 2 Planning Service
Includes all the elements of the Level 1 service, plus Insurance and Estate Planning guidance (no formal reviews).
Level 3 Planning Service
Includes full comprehensive financial plans, including cash flow projections, Liquidity Analysis, Insurance Review and Recommendations, Estate Plan Review and Recommendations, and Tax Review and Recommendations
Asset Management
| Minimum Investment | |
| Individual Equities | $250,000 |
| Mutual Funds or Exchange-Traded Funds | $0 |