We employ a 5-Step process, which includes:
a. Initial consultation to understand your concerns and objectives
b. Discovery and Road mapping to create a plan to move forward
c. Recommendation of strategy
d. Implementation of strategy
e. Ongoing monitoring and updating of strategy and goals
What does it cost to work with us?
We start every new client engagement with a formal financial plan. The reason for that is we believe that a prescription without examination is malpractice. The financial plan helps us identify and prioritize your goals and objectives and acts as a roadmap to help us get you to where you want to be. For that we charge a flat fee. Everything that falls out of the financial plan we invest for you on the asset management side of our business in the agreed upon strategies.