Who do we work with?
Age 50+ tax efficient investors
Dentists
Small Business Owners
Sudden Money (inheritance & gifts)
Our Holistic 3 Step Approach
1. CONSULTATION
Book your free consultation call to help us understand how we can assist you. If we are a good fit, then we can progress to step two; if not, we’ll be sure to refer you to someone who can help.
3. SLEEP ON IT
If we mutually agree that we are a good fit, we will begin the onboarding process of signing management agreements, opening accounts, and providing you with ongoing financial expertise & advice.
YOU'VE GOT QUESTIONS
WE'VE GOT ANSWERS
Working With Your Financial Planner
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After client sign on, we work closely to organize your financial life, invest your savings, and implement the recommended financial recommendations.
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We walk alongside you to ensure you’re on track to check off the immediate to-do list and help track net worth among other long-term goals.
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We are always available to our clients as financial questions arise.
Flat Fee Financial Model
vs Industry Average
FLAT FEE FINANCIAL MODEL
FLAT FEE MONTHLY
0-2.5mil 2.5-5mil 5mil+
$500/mo $1k/mo $2k/mo
ASSETS UNDER MANAGEMENT
$1MIL $2.5MIL $4MIL $6MIL
$6K/yr $6K/yr $12K/yr $24K/yr
FLAT FEE POSSIBLE YEARLY SAVINGS
$1MIL $2.5MIL $4MIL $6MIL
$4K/yr $19k/yr $28k/yr $36k/yr
FLAT FEE POSSIBLE 20 YEAR SAVINGS
$1MIL $2.5MIL $4MIL $6MIL
$80K/yr $380k/yr $560k/yr $720k/yr
INDUSTRY AVERAGE
MONTHLY FEES VARY & FLUCTUATE WITH MARKET TRENDS
ASSETS UNDER MANAGEMENT
(1% ASSET UNDER MGMT FEE)
$1MIL $2.5MIL $4MIL $6MIL
$10K/yr $25K/yr $40K/yr $60K/yr
