We charge for three separate services:

1. Planning engagements. We charge an upfront fee and ongoing subscription cost to provide financial advice and ongoing support. This includes regular reviews of business performance, tax changes, and other financial planning topics.

2. Investment management. We charge a percent of assets fee to manage investments on behalf of clients. The fee, typically 1% of assets, is billed quarterly in arrears and collected from the investment accounts directly.

3. Tax preparation. We charge for each return prepared based on complexity.

Yes. All of our recommendations are geared towards your specific needs and goals. We are legally and ethically obligated to put your interests above ours.

No. Because we charge the ongoing monitoring fee we do not have an asset minimum.

Yes! We are Zoom superstars and manage virtual meetings.

Our normal meeting cadence is to complete one in depth annual meeting followed by three quarterly check-in calls.