Trustworthiness is the foundation of this firm. I value the trust my clients place in me, and take this responsibility very seriously, abiding by a Fiduciary Standard of always putting your interest first, ahead of my own.
I continually strive to provide my clients with the best straightforward advice and recommendations consistent with their goals and objectives to ensure their success.
I am committed to taking the time to get to know you and your specific financial situation well. I want to know what is important to you, your dreams, values, goals and objectives so that I can better serve you and help you achieve the lifestyle you aspire.
I work to build long lasting relationships with my clients. I want to become a lifelong trusted advisor you can count on and come to for advice, support, and encouragement as you encounter life’s most joyous and difficult times. As we journey through life, we encounter many phases and transitions that require us to make difficult decisions that may have long lasting results. I’m here to help make those decisions.
I will make every effort to meet and exceed your expectations.
I offer a unique fee structure designed to work with a diverse group of clients. This allows me to work with you as needed or long term, depending upon your needs and what you want to accomplish. All fees and services to be provided will be clearly disclosed in writing, in advance.
Hourly, Retainer or Assets under Management Fees
You may choose to work on an Hourly Fee Basis seeking one-time or as-needed specific planning or investment advice, or on-going utilizing my Retainer Service or percentage of “Assets under Management (AUM)” for portfolio management.
Retainer fees vary on a case by case basis depending upon the scope of the engagement and will be presented to you in writing prior to starting the engagement.
Portfolio Asset under Management fees (AUM) are billed as a percentage of your investment account balance, payable quarterly in arrears according to our fee schedule, which you will receive at or prior to our first meeting.
Comprehensive Financial Plan Fees vary on a case by case basis depending upon the scope and complexity of your plan and your specific needs and services requested. A comprehensive plan will range from $1,500 to $2,500. Once we meet and determine your planning needs and agree on the services to be provided I can quote you an exact fee.
Let’s get to know one another – Free Initial Consultation
To get acquainted and ensure we are a good fit, let’s meet or talk on the phone. I offer a complementary, no obligation, initial consultation which allows you to ask and obtain answers to general questions regarding your planning and investment concerns. This is an opportunity to exchange information about your needs and objectives and to further discuss which services are right for you along with the cost of those services.