wealth management plan

ongoing planning + investment management

Comprehensive financial planning means forging a long-term, ongoing relationship to create a plan that aligns your financial goals with your values. 

  • We start by understanding your current financial life.

  • Then we'll organize your finances and together build a snapshot that illuminates for you how you’re doing now.

  • Next, we start making plans for the future. What do you want out of your life? For yourself? Or for your family? How about for your community?

  • Once we know your overall goals (where you want to go), we prioritize your goals and design specific strategies we'll implement to make progress towards your better future.

As part of our ongoing relationship, we will:

  • Help you implement the recommendations we make

  • Advise on financial decisions as they come up - so you can feel confident that you are make smart financial decisions for the future

  • Create an investment portfolio designed for your risk tolerance and goals, using globally diversified, tax-efficient institutional investments

  • Monitor and periodically rebalance your portfolio

  • Provide tax planning strategies that take a multi-year approach (Roth conversions, allocation decisions, tax-loss harvesting, etc)

  • Guide your withdrawal strategy in retirement

Cost:

  • The initial upfront planning fee is $3,500

  • After the plan is in place, we charge an asset management fee of 1.0% of first $1mm investments managed, then 0.5% for investments above $1mm (minimum fee of $4,000 per year)