“You’ve got to tell your money what to do or it will leave.” –Dave Ramsey
Fee-Only, Fiduciary Advice
Cash Flow
What should I best do with my monthly income?
Insurance
Planning
How do I protect what I have?
Investment
Management
How do I make my money work for me?
Retirement
Planning
How can I affect my future lifestyle now?
Tax
Planning
How do I keep more of what
is mine?
Estate
Planning
What will my legacy look like?
Family
Finances
How do I best set up my child's success? My parents'?
Corporate
401(k) Advice
How can I help my employee's retirement?
Public
Speaking
How can I get you to speak to our group/audience/podcast?
Ongoing Financial Planning
*Could be more for seriously complex situations.
Suitable for clients who want comprehensive, ongoing advice and service; do-it-yourself investors; or high-income low-asset individuals.
Investment Management
This is the discretionary management of money into assets in an investment account at a third-party custodian.
Fees above are annual and billed on a monthly basis to the managed accounts. Suitable for investors who need little financial planning or who simply want professional management of their assets.
Project Financial Planning
One single analysis and financial plan without ongoing advice or support.
Rates are variable based on income and complexity of your situation. Suitable for individuals who only want a "snapshot" financial plan as a one-off engagement, or as an initial plan paired with ongoing investment management.
Corporate 401(k) Management
This is the discretionary management of money into assets in an investment account at a third-party custodian.
Fees above are annual and billed on a monthly basis to the managed accounts.