Pricing & Services

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Investment Management

We develop an investment plan with an asset allocation target, create, and manage a portfolio based on that policy and allocation targets.

 

We will also review and discuss your prior investment history, as well as family composition and background.

Account supervision is guided by your stated objectives (e.g., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations.

Employee Benefit Analysis

We will provide review and analysis as to whether you, as an employee, are taking the maximum advantage possible of your employee benefits.

 

If you are a business owner, we will consider and/or recommend the various benefit programs that can be structured to meet both business and personal retirement goals.

Cash Flow/Debt Management

We will conduct a review of your income and expenses to determine your current surplus or deficit along with advice on prioritizing how any surplus should be used or how to reduce expenses if they exceed your income

Advice may also be provided on which debts to pay off first based on factors such as the interest rate of the debt and any income tax ramifications

Estate Planning

Analysis of your exposure to estate taxes and your current estate plan, which may include whether you have a will, powers of attorney, trusts, and other related documents.

 

Our advice also typically includes ways for you to minimize or avoid future estate taxes by implementing appropriate estate planning strategies such as the use of applicable trusts

From time-to-time, we will participate in meetings or phone calls between you and your attorney with your approval or request

Retirement Plannig

Projections of your likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective.

 

If you are near retirement or already retired, advice may be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to adversely alter spending during your retirement years.

Goal Based Planning

If you give us the WHAT, we will give you the HOW? We will help you identify financial goals and develop a plan to reach them.

 

We will identify what you plan to accomplish, what resources you will need to make it happen, how much time you will need to reach the goal, and how much you should budget for your goal

Are You Retirement Ready?

Worried About The Market And Your Financial Future?

Financial planning involves an evaluation of a Client's current and future financial state by using currently known variables to predict future cash flows, asset values, and withdrawal plans. The key defining aspect of financial planning is that through the financial planning process, all questions, information, and analysis will be considered as they affect and are affected by the entire financial and life situation of the Client. Life, people and circumstances are all dynamic and change with time. So you want an advisor who is also dynamic and willing to help you adapt to this ever changing financial landscape. 

Ready To Take Control of Your Finances?

Select a plan below to get started

Can't Decide?

Schedule A Call

Good Faith Call

  • FREE 40-minute consultation

  • FREE Service model selection help

  • FREE S.W.O.T Analysis 

  • FREE Copy of the "5 Biggest Investor Mistakes " resource guide

One-Time Financial Plan

Includes:

  • Good Faith Call

  • Account Consolidation Service

  • Comprehensive Financial Plan​​

    • Updates charge @ hourly rate*​

  • Cost: $1000-$2500/Plan**

  • Investment Policy Statement

  • Cancel Anytime

  • No Minimum

*   $250/hour

** based on complexity

Investment

Management

Includes:

  • Good Faith Call

  • Account Consolidation Service

  • Investment Portfolio Management

    • Quarterly Rebalancing

    • Custom Portfolios

    • Investment Policy Statements​

  • 24/7 Access to Financial Planning Portal​​

  • Access to File Vault

  • $250K Minimum

  • Billed Quarterly in Arrears

  • Cancel Anytime

Private

Financial Planner

Includes:

  • Good Faith Call

  • Account Consolidation Service

  • Comprehensive Financial Plan​

    • Unlimited Updates​

  • Investment Portfolio Management

    • Quarterly Rebalancing​

    • Custom Portfolios

    • Investment Policy Statements

  • Unlimited Zoom Meetings

  • Unlimited Phone Calls

  • Unlimited Financial Plan Updates

  • 24/7 Access to Financial Planning Portal

  • Access to File Vault

  • $250k Minimum

  • Billed Quarterly in Arrears

  • Cancel Anytime

*     One free session per client. Each additional session will be billed at the normal hourly rate of $250/hour

**  Assets Under Management - Management fees are negotiable and negotiations are based on investment values

Are you ready to work with a faith-based firm that understands you, your faith, and your God given purpose?

Let's fellowship!