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Together, we create a team with one purpose – to help you live your best life. Every step we take together, is measured by your pace and your comfort level.

 
 

I am a fee-only advisor and work with my clients in 3 different ways depending on your needs and the level of service desired:

  • 1% Fee Based Account – This is for the client who needs minimal service and communication. You will receive a 1 hour annual review and a 30 minute semi-annual review. Financial planning will include only assets that are under my management.
  • 1.25% Fee Based Account – This is for the client who has outside assets they would like included in their financial planning, for example a 401k or annuity held elsewhere. This tier includes a 1 hour annual review and 30 minute semi-annual review.
  • 1.50% Fee Based Account – This is for the client who would like more contact (maybe quarterly or even monthly) and who needs more guidance, for example debt reduction and building healthy budget habits This tier includes a 1 hour annual review, including any outside assets, and additional communication throughout the year based on need.

**All clients receive a complimentary, initial, hour long consultation, during which we will discover your needs, desires and goals and you will learn more about how I work with my clients. This will allow us to decide which tier best suits you.

**A Risk Tolerance Questionnaire will be completed with all clients annually or more often if needed

**Annual Reviews include a financial plan based on your budget and goals, and a performance review of assets.