New clients select between the Financial Plan, Investment Plan and Financial Consultation options depending upon the depth and breadth of advice needed.
Financial Plan
This is our flagship service because it provides an affordable way to integrate all aspects of your financial life. The financial plan provides a review and analysis of your current situation, and a written action plan with recommendations in the areas of investments, retirement planning, education planning, tax planning, risk management and estate planning.
During the approximate two-hour interactive session, we gather information about your goals and financial situation and provide advice and education in all key areas – and discuss various strategies and options. About a week after the meeting, we mail you a customized report containing recommendations, including a detailed investment plan. This document is best described as a strategic plan tailored to your unique circumstances with action items and step-by-step instructions to help you implement the plan. Follow-up support is also provided.
The fee for the Financial Plan typically ranges from $950 to $1,350 but an exact amount will be quoted before work begins.
Investment Plan
This service is similar to the Financial Plan but it deals with investment issues only. The process begins with an interactive meeting of about 1-1/2 hours to learn as much as we can about your investment needs and to offer information about how to develop and manage an effective portfolio. About a week after the meeting you will receive an investment plan designed for your unique goals, risk preference and financial situation, including specific investment recommendations.
You can learn more about our investment philosophy and methodology by reading the documents Investment Policy and Self-Directed Portfolio Management.
The fee for the Investment Plan typically ranges from $800 to $1,200 but an exact amount will be quoted before work begins.
Financial Consultation
This service is an interactive work session limited to two-hours designed to address your most urgent or important issues. It can also serve as a financial tune-up, second opinion, or the start of more in-depth planning. The first priority is to answer all your questions, but we also highlight issues that you might not have considered. About one week after the meeting we mail you a written report outlining our key observations and recommendations.
If time permits, we cover all key areas of financial planning, including investment advice - but unlike the other initial services - the Financial Consultation does not provide complete portfolio design and implementation support. Following the meeting, if you would like help with detailed investment management, or to delve deeper into any topic, you are welcome to use one of our future services.
The fee for the Financial Consultation is $650.
If you’d like to talk further with us about your unique situation, please contact us today. There is no charge for any initial discussions.
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