We are a financial advisory firm that is planning-centric, relationship-oriented, and highly analytical. Our employees are salaried and do not have sales quotas. We do not pay sales commissions. Our investment portfolios utilize ETFs and the lowest cost mutual fund share classes available to us. We are fiduciaries. Our focus is to help you make wise decisions and live with intention. Please find below a summary of our services and associated fees*.
What we do: Get to know each other.
What you get:
What to bring: Current investment statements, most recent tax return, and anything else that you would like us to review.
Cost: Nothing. Our initial consultation is at absolutely no cost or obligation to you. In appreciation of your time, we will donate $50 in your honor to a charity of your choice.
What we do: Work with you to create your comprehensive LifePlan.
What you get:
Cost: The one-time project fee is based on your household’s total income and includable assets. Typical LifePlan development fees range from $1,000 – $5,000.
Note: We will be happy to provide you with a quote for your specific situation after your intro meeting. Ongoing Full-Service LifeGuide Clients do not pay an upfront fee for the development of their LifePlan.
What we do: Help you implement your LifePlan with ongoing coaching, decision & transaction support, and wealth management.
Time Line: Generally, one to three meetings per year after initial startup.
What you get:
Cost: Full Service LifeGuide clients do not pay an upfront fee for the development of their LifePlan. You pay a monthly fee made up of a LifePlanning fee on outside assets (assets not under our direct management) or income and a wealth management fee on assets that we directly manage. We do not require you to move all of your investment accounts to us.
Fees are typically paid directly from your investment accounts monthly. However, all or a portion can be debited from a bank account or debit/credit card.
Note: We will be happy to provide you with a specific quote after your intro meeting.
No matter how you choose to work with us, we are committed to helping you get where you want to go and enjoy the journey of getting there. Thank you for taking the time to understand how we work with our clients. We are happy to address your specific situation during our introductory meeting.
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name and email below and let’s get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type your name and email below and let’s get started!