Schedule a Call
This complimentary 60-minute Zoom call is a chance for us to get to know each other.
We’ll ask questions, listen, and learn more about your family, financial aspirations, and what you’re looking for in a planning relationship.
What you can expect
We’ll ask about what brought you in today, your goals, and the people most important to you. We’ll talk about how you see money fitting into your life and where you want to be in the next few years.
You can ask us anything about fees, process, or how we work with clients. This is not a sales call. It’s a confidential conversation to see if working together makes sense.
Who we work with
Our services are designed for people who:
- Have income, net worth or assets of at least $250,000
- Are between ages 30 and 55
- Want to build a long-term relationship with a financial planner
- If partnered, both partners want to be engaged in the process
Fees and availability
Ongoing annual planning fee: $10,000/yr ($834/mo)
You pay one flat annual fee, billed monthly. Billing begins on the 1st of the month and continues monthly.
We limit new clients to maintain quality service. Start dates are always on the 1st of the month, with up to two new clients beginning each month.
If you decide not to move forward, we are happy to recommend another planner who may be a better fit.
For any other questions please read our Frequently asked questions (FAQs.)