Services & pricing
Still have questions? Take a look at the FAQ or reach out through the contact portal on the home page.
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$40, this is a fairly informal meeting where we can sit down to talk about general problems, your goals and possible next steps.
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$120.00 a standard one hour consultation in person. Click on the button to schedule.
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$100.00 one hour in person consultation, let’s discuss your investment and financial objectives!
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$100.00 one hour in person consult, looking to build a financial plan for debt management, buying your first home, financial independence or retirement? Let’s talk!
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Rather than paying a percentage of AUM, I do offer to construct a portfolio for you for a flat rate. This can include quarterly, semiannual or annual re-balancing for a flat fee.
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1% of asset’s under management (AUM) paid in 0.25% quarterly installments. This buys you professional management by a fiduciary. Investing with your goals, risk profile and best interests as the highest priority.
“You make most of your money in a bear market, you just don’t realize it at the time.”
Shelby Cullom Davis
Going Beyond Budgeting, let’s build a strategy for your life and wealth
Budgeting is just the beginning, by reviewing your personal goals, assets, income, debt and other information together we will develop a custom financial strategy.
Portfolio management
Should you prefer I can actively manage and monitor your investment portfolio. Whether for your retirement accounts, individual brokerage or trust fund. This is ideal for people who prefer not to have to stress or think about their investments on a regular basis.
Portfolio construction
Some people like to be more hands on with their financial journey, if this is you let’s sit down together to build a custom portfolio of investments for a flat hourly rate.
