Investment Advice

Can be purchased as a stand-alone service or in conjunction with a comprehensive financial plan. Ideal for clients who need input from an advisor but do not require full investment management services.

What to expect:

Intake Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Identification of client’s current financial situation, goals, and values.
  • Identification of client’s risk tolerance, time horizon, tax considerations, income needs, and any other special circumstances.

Plan Delivery Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Explanation of investment recommendations.

Follow-up Meeting:

  • 60 minute annual meeting, virtual or in-person if local.

Ongoing Communication:

  • Emails and updates as needed.

Fees:

  • Investment Advisory Services can be purchased as a stand-alone service or in conjunction with Comprehensive Financial Planning.
  • Clients who are both Investment Advisory Service clients and Comprehensive Financial Planning clients have the investment advisory service fee capped at .2% of assets under management.
  • Investment Advisory Service fees are based on the market value of assets under management and are calculated on a tiered fee schedule.
  • Investment Advisory Service fees are paid quarterly in arrears.

More Services: 

Financial Quick Start Plan

Quick Start

Comprehensive Financial Plan

Comprehensive Financial Planning 

Investment Management

Investment Management