Family Financial Planning and Investment Management Services
Family Financial Planning Services Built Around You
If You Ever Feel Pulled in Every Direction…You’re Not Alone.
Our clients often feel:
- overwhelmed by a long list of financial decisions
- worried they’re missing something important as their incomes grow
- stretched thin, juggling family while climbing ladders in their careers
- unsure about retirement or consolidating their Roth and other accounts
- craving clarity but without the time to find it
- weighed down by the mental load of planning for their family’s future
We get it, on a personal level. That’s why our services are built to support very full lives. Whether you’re building a life with a partner, managing a demanding career, starting to get serious about estate planning, and/or preparing for retirement, we meet you right where you are.
Our goal is to understand what you’re carrying, what you’re hoping for, and what would make your financial life feel lighter and more manageable – then build you a plan to get there!
Financial Planning Services
Your Financial Plan, Made Simple
Financial planning doesn’t have to be complicated. We start by understanding what matters most to you, then build from there.
We Help You With:
- Seeing a clear picture of where you stand today
- Setting goals for your future, including estate and legacy planning
- Building a budget and cash-flow guidance
- Choosing strategies to help reduce your tax burden
- Planning for retirement, college, and major life goals (like buying a second home!)
- Staying on track as life ebbs, flows, and changes
Investment Portfolio Management Services
Investment Management That Supports Your Life Goals
Your investments should support the life you want and grow your wealth in the long term. We manage investments using evidence-based strategies, including the Dimensional Fund Advisors platform. This is an approach grounded in economic research and decades of data. Then we monitor it for you, so you don’t have to.
What We Manage For You:
- Building an investment strategy that is clear and focuses on the long term
- Creating the a diverse mix of stocks, bonds, and funds for your goals
- Setting up an asset allocation that matches your comfort with risk
- Keeping your portfolio balanced as you approach goals
- Helping you stay focused on long-term growth, not short-term market changes
- Making adjustments as your life, goals, or timeline change
If you’re wondering how this all works, we have a Method that keeps you on track, prepared, and feeling secure in your financial future.
What to Expect: Fees & Minimums
We believe that being clear is kind, so we’re upfront about the cost to work with us and how we get paid.
- As a new client, you will pay a one-time fee of $3,000 for a comprehensive financial plan.
- Ongoing fee is a minimum of $4,000 annually or 1% of your portfolio (or investment assets).
This structure allows us to provide the level of attention, analysis, and ongoing support our process, The Method, is built for.
If you’re unsure where you fit, we’re happy to talk through it. A quick call can help you understand whether our services are the right match for your needs and goals.
The Best Financial Planning Services Start With a Clear Understanding of You
Ready to Make Your Plan?
Wondering What To Ask Your Financial Planner…
Simple questions to ensure you’re choosing the best financial planner for your needs.
