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Your Wealth Should Be a Blessing

Not a Burden

What Can We Do For You?

Whether you’re looking for help to develop a comprehensive financial plan or you’re taking a more do-it-yourself approach to planning, we’ve developed specialized services with your financial goals in mind.

Offering Holistic Planning Is Our Promise to You

As fiduciaries, we’ve taken an oath to act only in your best interest. And when it comes to financial planning, the only way to truly do so is by taking a comprehensive approach to simplifying your financial picture.

From retirement planning and estate planning to buying a home and changing careers, we’ll evaluate every financial piece of your picture before strategizing, advising and taking action.

What You Can Expect From Us

Step 1:

Introductory Call

We offer a complimentary 10-minute introductory call for those who may be interested in working with us. We’ll get to know more about you, ask about your overall financial picture and answer any questions you may have.

Step 2:

Discovery Meeting

Once you’re comfortable with who we are and how we can help, we’ll dive deeper into your current financial standings, future goals and needs. We’ll ask that you bring to this meeting any relevant paperwork outlining your current cash flow, investments, insurance coverage, debt and more. Upon analyzing where you are today with where you want to be, we’ll discuss how to get you from point A to point B through a custom comprehensive financial plan.

Step 3:

Plan Development

Using the information you’ve provided alongside our intuitive tools and technology, we’ll develop a plan centered around maintaining your quality of life today while maximizing the management of your wealth for tomorrow.

Step 4:

Plan Review

As part of our process, it’s important to us that you’re comfortable and knowledgeable about the strategies and solutions we’re presenting. We’ll take the time to review your proposed financial plan with you and answer any questions you may have. In doing so, we want you to be confident in the solutions presented and well-educated on your financial options.

Step 5:


When you’re ready, we’ll get to work putting your plan into place. We’ll outline what needs to be done on your end, and we’ll take any actionable steps needed on ours.

Step 6:

Ongoing Relationship

It is our greatest hope that delivering your financial plan is only the beginning of our working relationship. Your finances will evolve and change, just as you do. Because of this, we want to make sure your financial plan is still working as it should.

Fee Schedule

Assets Under Management (AUM)

Annual Billing Rate

$0 to $5,000,000
$5,000,000 to $10,000,0000.8%
$10,000,000 & up0.7%

Ready To Get Started?

Schedule Your Complimentary Call