OUR APPROACH
The fundamental belief that guides our approach is that your money supports what you value most.  That may be your family, home, travel, or the independence to do what you enjoy.  We work with you to manage your finances in support of your personal goals. 

We work with each client to tailor the approach to your individual needs and questions.  In general, the process will involve these steps:

1. Financial Planning 
2. Portfolio Design & Investment Advice  
3. Ongoing Planning & Investment Management

Learn more about Our Core Principles to see how these underlying beliefs drive the methods we use.

OUR FEE STRUCTURE
Our compensation method is defined by our commitment to working with you on an objective basis.  Our fee is based on the time required to address your personal goals and unique financial needs. 

We work with clients on an individual project or with an annual retainer agreement.  In either case the fee is based on the time involved and typically ranges from $3,000 to $8,000 or more for a comprehensive engagement, depending on the complexity of the situation.