In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture: What are you working toward, and how can a financial plan help you get there?
We believe thoughtful, detailed planning can help you create a life that you enjoy. Our approach is centered around the idea that your "why" is just as important as the "how". From our initial meeting, we want to know what truly matters to you. Once we've established your goals, we'll develop a personalized financial plan designed to meet your needs, wants, and lifestyle.
Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Our Fees
| Complexity | ||||||
| Basic Service Fee | Standard Service Fee | Mild Complexity | Medium Complexity | High Complexity | ||
| - | 60,000 | 1.80% | 1.90% | 2.05% | 2.20% | 2.30% |
| 60,000 | 100,000 | 1.65% | 1.80% | 1.95% | 2.10% | 2.20% |
| 100,000 | 250,000 | 1.50% | 1.65% | 1.80% | 1.90% | 2.00% |
| 250,000 | 350,000 | 1.35% | 1.50% | 1.60% | 1.70% | 1.80% |
| 350,000 | 500,000 | 1.20% | 1.35% | 1.50% | 1.60% | 1.65% |
| 500,000 | 750,000 | 1.00% | 1.15% | 1.20% | 1.30% | 1.45% |
| 750,000 | 1,000,000 | 0.90% | 1.00% | 1.15% | 1.25% | 1.30% |
| 1,000,000 | 2,000,000 | 0.80% | 0.90% | 1.00% | 1.05% | 1.10% |
| 2,000,000 | 5,000,000 | 0.60% | 0.70% | 0.75% | 0.80% | 0.85% |
| 5,000,000 | 10,000,000 | 0.40% | 0.50% | 0.55% | 0.60% | 0.65% |
| 10,000,000 | 25,000,000 | 0.25% | 0.30% | 0.35% | 0.40% | 0.43% |
| 25,000,000 | 100,000,000 | 0.13% | 0.15% | 0.17% | 0.18% | 0.20% |
