Wealth Management Services

Helping you create the life you want

We like to think of Wealth Management as helping you build the wealth you need to live the life you want. 

That life may include:

Owning your dream home in the location you always desired.

Having money to travel the world and explore the places you have always wished to see.

Being able to work wherever and whenever you want, or not at all.

Having the money to grow your family and send your children to college without debt.

Our aim is to support you in creating a strategy, and then help you take action on it, in order to create the wealth you want to enjoy your life to the fullest

What we assist with

Financial Planning

It’s not just for millionaires, though we’ve built plans for hundreds of them.

Whether you are just starting out or are nearing retirement, we can help you put a plan in place to better ensure your success in a number of areas: college planning for the kids, saving for retirement, navigating buy vs. rent scenarios, and much more.

Investment Management

Many advisors start with an investment strategy because they are eager to start charging you fees.

We always begin with a financial plan so you know what you are investing in and how the strategy impacts your ability to have a successful plan. It just makes sense, right?

Oh, and you don’t have to hand over the keys to your entire portfolio to work us, either.

Workplace Advice

Have questions about your 401(k) at work?

Not sure what to invest in within the plan?

Wondering what an Employee Stock Option Plan is?

We got you, and we can help you navigate all of these decisions.

Our Method

The Emerging Millionaire Method™

Finally, a plan built around your modern lifestyle and your needs.

Covering the same core concepts taught in our immersive, 4-week class, we will create a comprehensive and customized plan tailored to help you live the life you desire, achieve your financial goals, and retire on your terms, all in just 3 easy steps.

01

PROFILE

At our Introduction and Discovery meeting we will start by assessing a mutual fit and learning more about you. This will give us both a chance to make sure we can deliver value to you.

If you decide to move the conversation forward, we will next meet to discuss your goals and review your financial situation. This is your opportunity to determine how you want to work with us. 

02

PLAN

The financial planning process begins with helping you sort through your financial lives and getting that information organized using our financial planning software, eMoney.

We will then evaluate your current financial status together, helping you determine what needs to happen to achieve your goals.

03

PRESENT

We will formally deliver your initial financial plan to you.

Our goal is to help you implement the top one or two recommendations right away.

Over the course of our relationship, we will repeat this process.

What is included​

Your financial planning subscription includes services for any stage of life. 

Just starting out

Growing family & career

Things are getting more complex

Our Simplified Fee Structure

Financial Planning Only

$500 Upfront
$300/month
1 Year Commitment
Ongoing
Subscription

Financial Planning &
Investment Management

All Financial Planning Subscription Services included
Simple Fee Schedule
Altruist as Custodian
Flat-Free Arrangements available
Account Value Annual Financial Planning and Investment Advisory Fee
$0 - 399,999
$500 upfront, and $350/month
$400,000 - $1,000,000
1.00%
$1,000,001 - $2,000,000
0.75%
Over $2,000,000
0.60%

Your Year Long Journey With Us

Annual Roadmap for a Typical Financial Planning and Investment Management Client

Your Subscription Includes: Q1 Q2 Q3 Q4
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Financial Plan/Investments
Rebalance 401(k)
Rebalance Investments
Update Plan Projections
Rebalance Investments
Rebalance 401(k)
Beneficiary Update & Estate Plan Review
Open Enrollment Review
Rebalance Investments
Tax Management
Cap Gains Report
Tax Prep Meetings
Meeting w/ CPA
Review IRA Contributions
Year-End Tax Planning
Tax Loss Harvesting
Budgeting/Debts
Annual Budget / Expense Review
Credit Report Review
Mid-Year Cash Flow Check-in
Education/Other
Webinar
Webinar
Appreciation Event
Webinar
Webinar
Newsletter

Don't just take our word for it.

Here's what people say about us

Disclaimer: These are actual reviews provided by actual clients. We do not provide any compensation or other incentives for their reviews.