Our Services

Financial Planning and Investment Management designed around you.

“Forging Financial Success”

We provide financial planning services and investment management for individuals, couples, and families.

We’ve designed our services to be both modular and efficient. Whether you’re looking to invest, make a retirement plan, get a financial second opinion, or obtain a comprehensive financial plan we think our platform is accommodating.

Financial Planning

Cost

Financial planning services are offered for a fixed fee of $500-$1,500 depending on plan complexity. One-half paid upfront, balance of the final payment is due upon delivery of completed plan.

Comprehensive Financial Planning

An initial 60-90 minute discovery meeting

1-3 subsequent planning meetings

Recommendations, action guides, and assistance implementing various parts of the plan. Includes tackling debt, planning for retirement, assessing risk tolerance, etc.

Personal financial planning software utilized

Connections to other professionals (e.g. accountants, attorneys, etc.)

 Investment Management

Cost

1.25%-2.0% of Assets Under Management

No Minimums

A thoughtfully structured investment plan based on your individual needs

An academic and common sense investment approach

Many diversification options available

Both Active and Passive Management Available

Connections to other professionals (e.g. accountants, attorneys, etc.)