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.
We charge 1% for assets under management with a cap of $7,500 per year.
Comprehensive Financial Planning and Coaching
$500 initial retainer and $150 subscription per month as long as you need us.
firstname.lastname@example.org | 206-276-2347