If you have ever found it difficult to…
YOU ARE NOT ALONE!
Our clients once shared these same feelings. We specialize in coordinating all the parts of your financial picture that will allow you to pursue your highest purpose in life!
We’ve created a few levels of engagement for individuals interested in working with us. From years of experience, we understand the magnitude of the decision in “handing over your finances” to someone, therefore we have created a process that allows for flexibility.
Q: "I just need a financial plan. I'm not ready to delegate, but I value a professional's opinion."
A: In our Project-Based Planning Engagement, we will assess the complexity of your situation and give you a fixed price quote for a comprehensive financial plan. We will complete and present the financial plan. After which, you are free to do with it as you wish. This option is perfect for those not quite ready to delegate duties to a financial services firm, but value the recommendations of a Certified Financial Planner™.
Q: "I have a pretty high level of understanding of this stuff, I just don't have the time to do this myself. I'm ready to delegate."
A: In the next level of engagement, our Retainer-Based Planning Engagement, we assume the role of your advisor. We partner with any other service professionals (e.g. CPA, attorney) you may have and help to provide ongoing support for the plan recommendations made during the plan delivery and presentation. This is the service most of our clients choose as it provides the most comprehensive support to meet your financial goals.
Q: "I have a portfolio that I need managed and/or reviewed regularly. I'm not good at investing and I don't even know how well or poorly I've done."
A: In our final level of engagement, our Investment Management Engagement, we act as your investment advisor by constructing an Investment Policy Statement (a good definition by Investopedia is here) and optimal asset allocation based on your return objective. For all asset consolidations above $2MM, we will add our Retainer-Based Planning Engagement service. This level of engagement is ideal for individuals with the need for wealth management services provided through a traditional custodial platform.
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