Explore Our Services
Explore our services below to see how we can support your financial goals.
What We Offer
We offer clear, flat-fee advisory services designed to meet you wherever you are in your financial journey. If you prefer more frequent contact or ongoing support, additional advisory options are available.
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Our one-time planning engagement is designed to give you clarity and confidence from the start. We review your full financial picture, discuss your goals, and deliver personalized investment and planning recommendations so you understand exactly how your money is working for you.
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For clients who want continued guidance, we offer a fixed-fee annual advisory relationship. This includes ongoing investment oversight, financial guidance, and access to your adviser throughout the year—without asset-based fees or commissions tied to your portfolio size.
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Unlike traditional advisors who charge a percentage of assets under management, we use a simple, flat-fee pricing model. Our fees are not tied to your account size, market performance, or investment products—allowing us to provide objective advice while you remain fully in control of your money.
Our Process
Understand your Financial Picture
We begin by getting a full understanding of your financial situation, goals, risk tolerance, and priorities. This allows us to see the complete picture before making any recommendations.
Investment Due Diligence & Analysis
We evaluate investment options and strategies that align with your objectives, time horizon, and comfort with risk. Our due diligence focuses on selecting solutions that are appropriate for you—not driven by commissions or portfolio size.
Educate & Review Recommendations
We take the time to clearly explain each recommendation so you understand what you’re invested in and why. Our goal is to empower you with the knowledge needed to make informed decisions and remain fully in control of your financial plan.
Ongoing Support & Continued Guidance
If you prefer more than a one-time engagement, we offer an ongoing advisory service that provides continued communication, regular check-ins, and portfolio rebalancing as needed. This option is designed for clients who value consistent access and long-term guidance as their financial situation evolves.