Investable Assets- $250K-$750K
Annual Fee for Investment Management
- Discovery Meeting—Thorough meeting that is geared toward gaining a complete understanding of what is important to you and what you would like to accomplish with your money.
- Fundamental Financial Planning—Your financial roadmap formulated to help you achieve everything that is important to you. Annual updates are provided, as needed.
- Investment Plan—Designed using an ETF (exchange-traded funds) allocation portfolio, aimed at achieving your long-term goals while managing your risk. Portfolio implementation and ongoing oversight provided by our investment committee.
- Financial Planning Meeting—Review your financial plan and ETF portfolio allocation together, clarifying the steps you need to take.
- Virtual Annual Regular Progress Meeting (45 minutes)—Review Investment Progress as well as any changes in your financial life which may impact your financial plan. Review and update your financial plan as needed.