While everyone’s needs are different, we designed a consistent process that focuses on what’s important to you and what we can control to create a foundation and identify your goals. We coordinate that with key components like investments and taxes and determine their “probabilities of success” in reaching their financial goals. We then take all of the complicated issues facing our clients, simplify them and make them understandable.
We provide a proposal of our services and compensation in advance of starting our relationship. Typically, there is a one-time up front planning fee with ongoing compensation being quoted in advance as a package, hourly or provided by the portfolios that we oversee as a percentage of their value.