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Meet at least annually, or more often as changes take place impacting your life.
Ongoing support to help you stay on track and make adjustments as your life evolves, which frees up your time, allowing you to be the best version of yourself for you and your family.
The confidence of having a trusted advisor in your corner, serving as your dedicated family office.
Choose Your Starting Point
Every financial journey begins with understanding where you are today.
Each engagement provides thoughtful fiduciary guidance tailored to your current needs.
BLUEPRINT PLAN
Make important financial decisions with greater clarity and confidence.
Clarity • Organization • Readiness
Designed for individuals and families seeking a thoughtful financial foundation before making significant financial decisions.
Together, we bring clarity to your financial picture, identify practical next steps, and develop a personalized financial plan aligned with your goals and priorities.
YOUR PERSONALIZED PLAN MAY ADDRESS
Financial Goals & Priorities
Cash Flow & Debt Management
Priority Planning Analysis1
Investment Analysis & Asset Allocation Strategy2
INVESTMENT
$3,750
One-time engagement
FOUNDATIONS WEALTH GUIDE
Coordinate life's interconnected financial decisions with confidence.
Optimization • Protection • Legacy
Designed for individuals and families seeking a planning engagement that thoughtfully coordinates the many financial decisions shaping their life, family, and future.
Together, we develop an integrated financial plan that aligns important areas of your financial life into one strategy.
YOUR PERSONALIZED PLAN MAY ADDRESS
Financial Goals & Priorities
Cash Flow & Debt Management
Tax Planning Strategies
Employee Benefits Optimizatior
College Savings Planning
Retirement Planning
Investment Analysis2
Estate Planning3
Business Planning
Risk Management
INVESTMENT
$7,500
One-time engagement
IMPLEMENTING YOUR STRATEGY
Disciplined investment management and ongoing fiduciary guidance designed to align your portfolio with the goals, priorities, and opportunities identified through the planning process.
Investment Management & Ongoing Advisory
- For clients seeking ongoing portfolio oversight and implementation support, we provide disciplined investment management, portfolio monitoring, rebalancing, and ongoing fiduciary guidance designed to keep investment decisions aligned with your long-term objectives. Then the fee schedule.
WHAT DOES IT COST?
Disciplined Investment Management
- What is “Disciplined Investment Management?” Rather than have your assets relegated to outsourced money managers, you will have access to institutional caliber private wealth management but with boutique quality care. This means the allocation of holdings in your portfolio are carefully curated to fit your specific investment objective, time horizon, and risk tolerance. Personalized advisory services are ideal as opposed to lackluster third-party models, in order to efficiently manage risk, reduce costs, maintain higher liquidity, and pursue greater potential returns for your account.
- Holdings may include stocks, bonds, and exchange traded funds. For eligible accounts, we may also use long and/or short options strategies.
- There is no charge for an initial consultation. Let’s make sure we’re a good fit! Fees are assessed quarterly in advance, based on a percentage of assets under management, ranging from 1.50%-0.50% for clients with greater than $500,000. For clients with fewer than $500,000 in assets under management, Disciplined Investment Management will be provided at a fee of 2.00%.
- We don’t require a minimum investment; there are no proprietary products or commissions.
Fee Calculator
Enter the estimated assets you have available for us to manage on your behalf (i.e. enter 2500000 for $2,500,000).
Annual Estimated Fee
