We designed our pricing to be competitive and all-inclusive, so you can have confidence in every area of your financial life. As a 100% fee-only firm, we are paid solely and directly by our clients. We never accept commissions from the sale of insurance or investment products.
Our fee is based on the assets under our management and includes comprehensive financial planning and investment management.
Your personal CFO — a trusted partner, CFP® professional, and financial advisor
Tailored investment strategy and tax-efficient portfolio design
Ongoing investment portfolio monitoring and implementation
Dynamic portfolio rebalancing
Strategic tax-loss and tax-gain harvesting
24/7 access to portfolio performance reporting
Personalized values- and goals-based planning
Retirement analysis and income distribution planning
Social Security analysis and strategies
Cash flow management
Debt structuring and prioritization
Cash management strategies for emergency fund and short-term goals planning
Tax planning and lifetime tax minimization strategies
Tax return review and analysis
Thorough insurance review and recommendations to properly protect your net worth
Employee benefits and healthcare analysis
Education planning and funding strategies
Estate planning and beneficiary review
Collaboration with your other professional advisors, such as your tax accountant and estate attorney
Unlimited financial advice and access to our team
Ongoing financial plan monitoring and adjustments
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