Working Together

Financial plan + client implements 

PRICING:

One-time planning fee*

PRICING:

Annual planning fee*

PRICING:

Planning fee*

+

% of assets under management

Best if:

• You want a financial plan you can implement on your own

Best if:

• You have the time and enjoy managing your own investments
• Your assets are tied up in real estate, 401(k), etc.
• You are a business owner with limited outside liquidity

Best if:

• You have little time, experience or desire to manage investments
• You experienced a large monetary event (e.g. inheritance)
• You have a highly concentrated stock position