Approach.
Evidence-based, fiduciary, and explained - the three pillars of every engagement.
Discovery
A complimentary review of your current situation, goals, and concerns.
The plan
A written financial plan within three weeks, explained line by line.
Implementation
We coordinate the moves - accounts, beneficiaries, and allocations - with you approving each step.
Ongoing review
Quarterly reporting and an annual review meeting. You always know where you stand.
Common questions
How are you paid?
One annual fee, calculated as a percentage of assets under management, disclosed in writing before you commit. We receive no commissions of any kind.
What size accounts do you work with?
We work with clients at a wide range of net worths, and we take on new clients on a rolling basis. The complimentary review is a good way to find out if we are a fit.
Are you a fiduciary?
Yes. As registered investment advisors, we are legally required to put your interests first - and that is also just how we practice.
Do I have to move my accounts?
Not necessarily. We can often coordinate with your existing brokerage. If moving makes sense, we will show you why before you decide.