Most people look at money as a constraint around what’s possible for their lives. We do financial planning the other way around.
We start with understanding your vision for your ideal life and then work backwards to design your finances.
Sounds too idealistic?
If you’re willing to combine a strategic financial plan with out-of-the-box thinking, that life you’ve been dreaming about is much closer than you think. Through our planning process, we explore the following areas:
We explore your values and goals. Then it’s time to get organized and dig into the nitty gritty.
We start with whatever questions or issues are keeping you up at night. We also explore what obstacles and beliefs might be holding you back.
Investments are one of your biggest tools for financing the life you want.
This is a no numbers meeting.
Money is only a tool for living the life you want. What does that life look like?
We turn your vision into numbers and model out scenarios to assess what’s possible.
We decide on a plan and start putting it into action.
Life isn’t static. Neither is your financial plan.
Once the groundwork has been done, we reach out quarterly to keep making progress.
Additionally, once a year we schedule a comprehensive review meeting. This is the time to explore what’s new in your life, reassess your priorities, and evaluate your financial plan in light of changes.
Our job is to be there for you for the Big Decisions in life, whenever they come up. This means that even if we’re in between meetings, we’re here to talk however many additional times you need.
We believe in Simple and Transparent pricing.
Our fee starts at $1,250 per quarter which covers the first $500,000 of investments under management. When assets under our management exceed $500,000, a percentage based fee is applied.
Short-term engagements are available on a limited basis for women and LGBTQ households who are just starting out on their wealth building journey. Sliding scale starting at $2,000 for a 6-month engagement.