If you choose to work with us beyond the development of a comprehensive financial plan, we will discuss your priorities from the plan and then help you organize, plan and manage everything that comes after. We keep the conversation going with quarterly check-ins and reminders as they are needed.
An ongoing asset management and planning relationship gives us the ability to provide meticulous oversight so we can provide support when you need it and guidance when it counts. With an ongoing relationship you can expect to hear from us often, but this is what stays on our radar as we work behind the scenes:
Read more about our approach in the FAQ section.
A core part of our process is continually building trust through good communication and awareness. Our ongoing relationships are sustained because we make an effort to stay plugged into your financial life by focusing on these three things:
We firmly believe that you can’t responsibly manage someone’s investments, or act in a fiduciary capacity, without understanding their full picture. As an Independent Firm, we have the flexibility to choose the investment vehicle that is best suited for your situation. The majority of our ongoing relationships are fee-based to provide maximum transparency. By completing a financial plan first, we can develop an investment strategy that takes your goals, comfort with investment risk, and any specific interest you have, like Socially Responsible Investing, into account. We will educate you on the options so you feel comfortable making decisions and we will always make sure you know what fees are involved.
(Wow, we used a lot of lingo in this section, didn’t we? Terms like “Fiduciary”, “Fee-Based” and “Socially Responsible Investing” have been getting a lot of attention recently. Check out our FAQ section for some straightforward explanations!)
The fee for ongoing planning relationships is made up of two parts: an annual planning fee + an asset management fee.
If you’ve made it this far, you will not be surprised to learn that our annual planning fee is based on complexity. Our asset management fee is a blended rate that reduces as your assets with us grow. We go into detail on how this works during our comprehensive planning process and make sure you understand how you will pay for our services before we set anything up.
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