“If a man does not keep pace with his companions, perhaps it is because he hears a different drummer. Let him step to the music which he hears, however measured or far away.”
– Henry David Thoreau
Do-it-yourself investors that would appreciate a professional perspective and thorough review of their overall financial picture. Comprehensive financial plans are designed to uncover potential shortfalls, answer questions, provide insight, and create a clear path forward to achieve outlined goals.
Young professionals who are committed to improving their financial health with continual guidance, expertise, and accountability. This is a 3 year program designed to establish a strong financial foundation through comprehensive financial planning, frequent communication, and identified action items with defined time frames for completion.
Working professionals who are seeking a dynamic financial plan and are striving to increase savings for retirement or other financial goals. Wealth Builder combines both comprehensive financial planning and investment management.
Established individuals and families looking for a personal CFO. Frequent communication and collaboration with other trusted advisors including CPAs, attorneys, and lenders. Access to performance based fees and private investment offerings that provide additional portfolio diversification.*
*Available for clients with managed portfolios greater than $1,000,000 and/or meet "Accredited Investor" requirements