We Believe in Full Transparency

Investment Management

For those tired of cookie cutter traditional investment.
0.50 - 0.75%
( minimum $1 million )

INVESTMENT PLANNING

Asset Allocation Analysis
Alternative Investment Strategies
Diversification Planning
Ongoing Active Management

SPECIALIZED PLANNING

Divorce Planning
Special Needs Planning
Executive Compensation Consulting
Senior Care Planning

PERSONAL PLANNING

Tax Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Planning
Cash Flow/Budget Planning
Employer Stock Option Planning
Executive Compensation Consulting

BUSINESS PLANNING

Financial Statement Review
Cash Flow Forecasting & Analysis
Employee Benefit Planning
Financial Strategies
Business Use Insurance Analysis
Intra-Family & Other Business Transfer Strategies
Business Succession Planning

SERVICE MODEL

Email Contact Unlimited
Phone Contact Unlimited
Virtual Meetings Two Per Year
In-Person Meetings One Per Year

Hourly Consulting

For those that need help with one-off projects.
$200 - $400

INVESTMENT PLANNING

Asset Allocation Analysis
Alternative Investment Strategies
Diversification Planning
Ongoing Active Management

SPECIALIZED PLANNING

Divorce Planning
Special Needs Planning
Executive Compensation Consulting
Senior Care Planning

PERSONAL PLANNING

Tax Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Planning
Cash Flow/Budget Planning
Employer Stock Option Planning
Executive Compensation Consulting

BUSINESS PLANNING

Financial Statement Review
Cash Flow Forecasting & Analysis
Employee Benefit Planning
Financial Strategies
Business Use Insurance Analysis
Intra-Family & Other Business Transfer Strategies
Business Succession Planning

SERVICE MODEL

Email Contact Based on Project
Phone Contact Based on Project
Virtual Meetings Based on Project
In-Person Meetings Based on Project
Best value

Flat fee personal planning*

For those that prefer not being bound by hours.
$10,000

INVESTMENT PLANNING

Asset Allocation Analysis
Alternative Investment Strategies
Diversification Planning
Ongoing Active Management

SPECIALIZED PLANNING

Divorce Planning
Special Needs Planning
Executive Compensation Consulting
Senior Care Planning

PERSONAL PLANNING

Tax Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Planning
Cash Flow/Budget Planning
Employer Stock Option Planning
Executive Compensation Consulting
*Personal flat fee plan averages 50 hours per year

BUSINESS PLANNING

Financial Statement Review
Cash Flow Forecasting & Analysis
Employee Benefit Planning
Financial Strategies
Business Use Insurance Analysis
Intra-Family & Other Business Transfer Strategies
Business Succession Planning

SERVICE MODEL

Email Contact Unlimited
Phone Contact Unlimited
Virtual Meetings Unlimited
In-Person Meetings Unlimited Local Meetings

Flat Fee personal & business planning*

For those that need personal & business
$15,000 to $40,000
( based on complexity )

INVESTMENT PLANNING

Asset Allocation Analysis
Alternative Investment Strategies
Diversification Planning
Ongoing Active Management

SPECIALIZED PLANNING

Divorce Planning
Special Needs Planning
Executive Compensation Consulting
Senior Care Planning

PERSONAL PLANNING

Tax Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Planning
Cash Flow/Budget Planning
Employer Stock Option Planning
Executive Compensation Consulting
*Personal & business flat fee plan averages 100 hours per year

BUSINESS PLANNING

Financial Statement Review
Cash Flow Forecasting & Analysis
Employee Benefit Planning
Financial Strategies
Business Use Insurance Analysis
Intra-Family & Other Business Transfer Strategies
Business Succession Planning

SERVICE MODEL

Email Contact Unlimited
Phone Contact Unlimited
Virtual Meetings Unlimited (personal & business)
In-Person Meetings Unlimited local personal meetings. Two in-person business meetings per year

Levels of Service

We give you the power to choose.

Investment Management

For those tired of cookie cutter traditional investment.

Hourly Consulting

For those that need help with one-off projects.
Best value

Flat fee personal planning*

For those that prefer not being bound by hours.

Flat Fee personal & business planning*

For those that need personal & business

pricing

0.50 - 0.75%
( minimum $1 million )
$200 - $400
$10,000
$15,000 to $40,000
( based on complexity )
INVESTMENT PLANNING
Asset Allocation Analysis
Alternative Investment Strategies
Diversification Planning
Ongoing Active Management
SPECIALIZED PLANNING
Divorce Planning
Special Needs Planning
Executive Compensation Consulting
Senior Care Planning
PERSONAL PLANNING
Tax Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Planning
Cash Flow/Budget Planning
Employer Stock Option Planning
Executive Compensation Consulting
*Personal flat fee plan averages 50 hours per year *Personal & business flat fee plan averages 100 hours per year
BUSINESS PLANNING
Financial Statement Review
Cash Flow Forecasting & Analysis
Employee Benefit Planning
Financial Strategies
Business Use Insurance Analysis
Intra-Family & Other Business Transfer Strategies
Business Succession Planning
SERVICE MODEL
Email Contact Unlimited Based on Project Unlimited Unlimited
Phone Contact Unlimited Based on Project Unlimited Unlimited
Virtual Meetings Two Per Year Based on Project Unlimited Unlimited (personal & business)
In-Person Meetings One Per Year Based on Project Unlimited Local Meetings Unlimited local personal meetings. Two in-person business meetings per year
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*Business Partner Meetings (i.e. Attorney or Accountant) NONE Based on Project Up to four meetings per year Up to 10 meetings per year