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Holistic Financial Planning

Holistic Financial Planning

  • Construction of Personalized Financial Plan
  • Account Aggregation
  • Access to a best of class Financial Planning Portal
  • Divorce Planning
  • Death of a Spouse
  • Retirement Income Planning
  • College Savings planning
  • Risk Management review and planning
  • Charitable gift planning
  • Integrated tax planning
  • Estate Planning
  • Social Security Optimization
  • Medicare Review
  • Small Business Planning
Investment Management

Investment Management

  • Development and review of Investment Policy Statement;
  • Discretionary asset management
  • Portfolio Rebalancing
  • Tax-loss harvesting
  • Broadly Diversified Portfolio
  • Low Cost ETF and Mutual Funds
  • Tax Sensitivity
Reporting To you

Reporting To you

  • Monthly Market Commentary
  • Quarterly Portfolio Analysis and Performance Reports
  • Ongoing Financial Planning and Advice
  • Mobile Access
  • Secure Vault

Notary and Officiant Services Available

Our Philosophy

The foundation of our business begins with Trust and Relationships 

Our Investment philosophy is centered around low costs, passive (indexed) investments, tax sensitivity and absolute transparency with clients.  We believe that the financial planning process is a precursor to asset management. We believe that all clients have an Investment Policy Statement (IPS) which will be integrated around specific and personal financial goals. We believe that unless we have become a member of your indispensable tribe, we have not done our work.  

Fee Structure

Flat Fee All Inclusive

Flat Fee All Inclusive

Flat Fee of $7100 per year. 

A' La Carte

A' La Carte

Holistic Comprehensive Financial Planning- $500 Initial Deposit and $150 monthly subscription.

Asset Management-  0.75% annual fee for Assets Under Management.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  425-292-0148