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A Purposeful Life Through Holistic Financial Planning

Our financial planning is rooted in independent financial thinking and predictable cash-flow modeling because we genuinely believe in delivering a personalized plan that you can actually make happen and depend on. They are holistic plans in the sense that they focus on obvious life stages as well as the “in-between” smaller moments that hold just as much importance and insight into the way you choose to live a purposeful life.

Breaking down risks to manageable steps

We touch all aspects of your finances and view planning and guidance as a year-round, lifelong process. We offer services that typically are not included like Succession Planning and Tax Efficiency Strategies because we see these practices as complementary to one another as well as to your comprehensive financial picture. Our financial planning services include, but are not limited to:

Retirement Income Planning:
Preparing you for life’s “what if” scenarios, as the longer the lead time, the higher the chances of uncertainties.

Family Wealth Management:
Devising plans that are flexible and agile for multiple scenarios, helping you ride out circumstances and keep you focused.

Tax Strategies:
Maximizing tax efficiency along with cash flow, a direct benefit from our looking at your finances holistically.

Employee Benefits:
Working closely with you to select your health benefits to insurance coverage ensuring your benefits dial back up to your bigger financial picture.

Cash Flow Management:
Managing cash flow during every life stage is imperative to every financial plan we deliver.

Portfolio Management:
Providing on-going insight on a personalized investment plan not just on a transaction basis but in a comprehensive manner so you can focus on everything else that matters.

Small Business Retirement Benefits:
Continuing to be an accessible source of knowledge during the implementation process and beyond keeps your business ahead of your employees.

Trust + Estate Arrangements:
Recommending the right tax minimizing strategies from the basics like transfer of wealth to the more complex like establishing specific trusts to suit your situation.

Your Plan. Your Access. Your Own Way.

Throughout our 3 Step Personalized Process, you can expect the following core deliverables for financial planning. These deliverables are housed in your personal online portal for easy access anytime, anywhere.

  • Consolidated Statement of Net Worth
  • Historical Net Worth Trend Tracking
  • 5-Year Cash Flow Statement
  • Long-Term Portfolio & Cash Flow Forecast
  • Monte Carlo
  • Plan Comparisons

Find your optimal investment strategy

A unique Fee Structure

Our personalized approach to financial planning merits a unique fee structure that allows for maximum flexibility with your investments while knowing that you will receive unbiased and on-going advice that continually suits your needs.

From To Industry Fee Our Fee
$0 $500,000 1.25% 0.75%
$500,000 $1,000,000 1.00% 0.75%
$1,000,000 $5,000,000 0.75% 0.60%
$5,000,000 $10,000,000 0.55% 0.50%
$10,000,000 $15,000,000 0.50% 0.40%
$15,000,000 0.50% 0.20%
Financial Planning Service Annual Fee
Young Professional $600 – $1,500
Young Family $1,000 – $3,000
Approaching Retirement $1,500 – $5,000
Retiree $1,500 – $5,000
Family Office $5,000+

Disclaimer: These fees are approximate based on your asset level and life stage. Your fee may differ based on your specific needs and circumstances.