1.
Start Your
No Cost Consultation
Our checkup starts with a no cost retirement planning consultation and consists of a three-step process that analyzes your financial health and future goals. The first step is to schedule a 30-minute Introductory Call.
We do our best work with clients aged 50 and above, with accumulated assets of $1M+. Thus, we have a $1M minimum of investable assets.
A small investment of your time could make a big positive change in your life.
Schedule your consultation to get started.
2.
Meet With Us
After the Introductory Call, we will have a 1.0-1.5 hour Meeting with you to better understand your existing financial health and goals and to determine how we can best serve your individual needs.
3.
Chart Path to Financial
Success
In step three we will have another 1.0-1.5 hour Meeting to review our analysis of your financial situation and make recommendations on exactly how to chart a path to a retirement that supports a life you love.
You’ll walk away with a chance to think about whether you see value in a long-term relationship with us. There is no pressure for clients to make a decision.
Schedule a No Cost Retirement Planning Consultation
Premier Program
Investment Management Through Comprehensive Financial Planning
| Assets Under Management | Annual Fee |
| Up to $1M | 1.25% |
| $1M to $3M | 1.00% |
| $3M to $5M | 0.75% |
| $5M + | 0.50% |