Products and Services

• Identify goals and concerns
• Develop an optimal annual savings plan
• Accountability and tracking of goals and concerns quarterly
• Life event consultation
• Access to personal Living Balance Sheet® and Cash Flow Mapping client portals
• Financial organization, education, coordination, and integration amongst all four financial domains:
  1. Cash flow
  2. Assets
  3. Liabilities
  4. Protection

* Annual fee is determined by earned income and client's desire for meeting frequency
* Retainer model (renews annually)

• Comprehensive data gathering
• Financial organization and prioritization
• Advanced investment analysis and recommendations
• Complex life event consultation These can include, but not limited to: (Retirement income planning, Business exit planning)
• Typically 3-5 meetings
• Financial organization, education, coordination, and integration amongst all four financial domains:
  1. Cash flow
  2. Assets
     
  3. Liabilities
  4. Protection
     
     

* Scope of work is proposed on a case by case basis and is determined by earned income and net-worth
* Project model (1 year period)

• Help manage investor behavior through education
• Understanding your risk tolerance based on your beliefs, behaviors, attitude and time horizon
• Alignment between you and the appropriate wealth manager
• Ongoing research and due diligence on wealth management offerings
• Review of tax efficiency
• Portfolio rebalancing
• Regular market update
  performance conference calls with portfolio management team member
• Annual review

* Fee is determined by account size
* Advice is limited to assets under our management