Initial Conversation

Not sure where to start? Let’s talk.

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This initial conversation gives us an opportunity to understand what’s on your mind, answer some initial questions, and determine whether working together makes sense.

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If your situation requires deeper analysis or planning, we’ll explain the next steps and any costs before moving forward.

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Cost: No Charge. 

We want to get to know you and how we can help.

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Financial Plan

For those who want clarity, direction, and a plan they can implement on their own.

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This is a good fit if you:

• Prefer to manage things yourself

• Need a roadmap or a second opinion

• Need help organizing and prioritizing your financial decisions

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Includes:

• A comprehensive financial plan

• Personalized recommendations

• Roadmap to implement on your own

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Cost:

Most initial financial planning engagements fall between $1,500 and $2,000, depending on complexity and scope.

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Financial Plan and Annual Review

For those who want to stay in control but value having a professional to check in with regularly.

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This is a good fit if you:

• Want accountability

• Prefer to manage your own investments

• Want to make sure you’re staying on track over time

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Includes:

• Initial financial plan

• Annual Review 

• Continued access for questions and guidance

• Financial planning portal for tracking and organization

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Cost:

Initial planning engagement: $1,500 to $2,000, depending on complexity and scope.

Beginning in year two: $1,000 annually for ongoing financial planning and support.

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Financial Planning & Investment Management

For those who want a more hands-on, long-term relationship.

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This is a good fit if you:

• Want help managing investments

• Prefer ongoing guidance and coordination

• Want someone to help handle the details over time

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Includes:

• Financial plan and implementation

• Investment management

• Ongoing advice and support

• Assistance with account and service-related items

• Financial planning portal for organization and tracking

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Cost:

Approximately 0.50% to 1.30% annually on assets invested under management, depending on size, scope, and complexity.

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Not sure where to start?

 

 

 

 

 

 

 

Whether you have one specific question or are looking for an ongoing financial relationship, answer a few quick questions and we'll help you find the right place to start.

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