This plan is a one-time 360 degree review of your financial life, goals, and values that examines both your financial and non-financial assets. After this 4-6 week process you will be presented with a comprehensive long term financial plan with specific recommendations and necessary education to execute your goals.
You will have access to a trusted advocate supporting you with the execution and maintenance of your financial planning goals. For 18 months, you’ll have consistent support, coaching, and counseling to implement your customized long term financial plan, stay the course, and make changes as circumstances dictate.
We provide ongoing portfolio management that is independent and customized for you and your financial plan. We specialize in investments that are aligned with your values, high quality, and appropriately priced.
This is a suite of services for accredited investors who recognize the complicated nature of their financial lives. This ongoing high level service includes financial planning and portfolio management, as well as guidance and support on a wider range of needs.