What is your Investment Risk Tolerance? Find out by taking this free quiz that will calculate your “Risk Number”. If you want, I can analyze your portfolio to see how closely you have matched your financial portfolio to your personal investment risk level.
Designed for clients looking for a comprehensive, one-time financial plan that takes a deep dive into the complexities of tricky financial issues such as personal spending, healthcare, aging parents, education, and retirement savings. After all the key documents are collected this service consists of approximately 3-4 meetings (in-person and online) and an additional 15-25 hours of analysis on my end. The objective is to provide a reference document to plan for the future.
This package is geared towards individuals who may be in need of substantive financial advice, but have not yet accumulated enough personal financial wealth to fit into the traditional investment adviser fee structure. I believe individuals in this category are underserved and, in some ways, benefit from cogent financial advice the most. A primary focus for these clients may be personal debt strategies, education planning, retirement planning, personal spending, and major asset purchases (like homes and cars).
This package consists of a financial plan, a $150 monthly ongoing retainer, and a flat 1.0% fee of assets under management.
This package consists of a financial plan and sliding fee for assets under management.