We do our best work with clients that have investable assets of at least $1million.

We know that for many pre-retirees the majority of their investable assets are held in a company-sponsor retirement plan, such as a 401k, making them unavailable to manage until after employment ends.  

Ironically, these last few years leading up to retirement is when people often need the most help. 

For these relationships in which we cannot manage the assets yet, we can offer our comprehensive financial planning services at an flat annual rate.

The rate is determined based upon complexity, and is agreed upon during our initial new client process.

The annual fee is broken down into four payments and billed quarterly.