What you get
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The starting point of any ongoing relationship is an understanding of you. Your situation, aspirations, concerns, and questions about your finances. Our ongoing service begins with the creation of a written financial plan document.
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Step 1: Build a Financial Planning Framework
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And maintenance of your financial plan is critical to financial wellness, a financial plan is not a one-time thing. It is a framework that is living and breathing, dynamic, tool for future decision making.
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Step 2: Determine what financial actions and opportunities are the most important right now
Over the course of our clients' lives, their life situation changes, tax laws may change, financial markets and economic cycles are constantly in flux, so your financial plans and course of action needs to be adapted to make the best of each season.
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Step 3: Monitor actions and make ongoing adjustments to stay on course
With our ongoing financial planning & investment management service, we are positioned to be a trusted partner to evaluate opportunities, mitigate against blind spots, and make thoughtful choices which align with our goals and vision for your plan that we define together.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
Ongoing Service Expectations
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Our Service Calendar involves two formal meetings per year to update your plan, refine your strategy.
While the plan is to have two formal meetings a year, this is not a cap by any means. We often have follow up meetings on certain action items unique to each situation, and we strive to be in touch and available throughout the year with our newsletter and occasional check ins.
We're accessible by Zoom, phone or e-mail as situations come up, urgent or even if it is just a question - we want clients to reach for us as the go-to resource 411, or if any urgent financial emergency occurs, we hope they feel they can contact us.
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Additionally, you'll have your own personal finance portal through RightCapital our financial planning software. Your RightCapital portal allows you to aggregate info from all of your credit cards, banking, investment and lending accounts into one single view. You'll be able to see and track your net worth, investment holdings, cash flow projections and various other financial reports
RightCapital Planning Software:
Pricing for Advisory Services
Financial Planning Only
One Time Financial Planning Project: $4,000-$9,500 ​
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Setup free consultation for exact pricing quote.​​
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Planning project completed usually in of 3–4 months of working together.
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Ongoing planning service may be offered on a subscription basis in unique situations. Generally, ongoing services are provided via a comprehensive relationship through investment management and financial planning combined.
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Financial Planning & Investment Management
Annual Investment Management Fee is generally in the ballpark of 0.75%-1.25% of managed account balance.
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This is billed directly to investment accounts at Charles Schwab and broken into monthly installments ​
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Setup free prospective client consultation for exact pricing. ​
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Financial Planning Included at no additional charge to client
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*Client must be able to invest minimum of ~ $400,000 in order to qualify for this service
**Fee percentage can be up to 1.5% depending on the circumstance.
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