Services
Financial Planning
Financial planning is for the DIY investor who wants the guidance of a professional to ensure they are on the right track.
Deliverables include a financial planning document and meetings to help with implementation. Generally, we will have 4-6 meetings through the course of the engagement period to gather data, go over results, and assist with execution.
Planning relationships cover a 12 month period after which you have the option of renewing. Any financial planning clients who convert to investment management within the engagement period will have fees credited to the latter service.
Investment Management
Investment management is for the investor who prefers to outsource the day-to-day oversight of a portfolio to a professional.
Account rebalancing, integrated income planning solutions, and tax-aware trades are included services. Additionally, all investment management clients receive financial planning services as part of the package.