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How I am compensated: My role is to be your financial guide and diligently pursue your best interests. Most of my fees are asset based so that our interests are naturally aligned. If you do well, I do well. If you experience setbacks, so do I. 

Carefully developing a plan can help build financial success and peace of mind. Therefore all engagements start with developing an initial plan specific to your needs in exchange for a flat planning fee.

Mid-Career Financial Assessment

This plan provides a sophisticated analysis of your current financial situation, and a stress-tested assessment of your progress towards your retirement or other financial goal. It is intended for clients under 55 and more than five years from retirement. At the end of the process you should have a clear understanding of your financial outlook, actionable items to address any needs, and confidence that you know what it takes to pursue your goals.

We will:

  • Create a personal net worth statement 
  • Create a retirement income projection based on your current planned savings and an assumed rate of return on your current investments.
  • Identify any retirement goal shortfalls and make recommendations to address them
  • Review insurance needs for property and casualty, life, disability, and long-term care, and identify gaps in coverage
  • Investment Plan development included (regularly $1500 as a separate service)

Flat Fee $2000

Ongoing advice is asset based. You have the option of selecting financial guidance only, portfolio management only, or integrated Financial Life Management, which is the best value.

Client Assets Under Management (or Assets Under Advisement for
Financial Guidance Only)

Cost of Financial Life Management
(Discretionary Investment Management & Financial Guidance)

Cost for Discretionary Investment Management Only

Cost for Financial Guidance Only