Comprehensive financial planning on a project basis
You identify what’s important to you and we evaluate the possibilities based on your financial situation. We recommend the next best steps for you integrating cashflow, retirement planning, withdrawal strategies, investment analysis, risk management and tax and estate planning.
Retainer relationship that includes both financial planning and investment management
Includes regular meetings and ongoing monitoring of your plan to ensure you stay on track to achieve your desired goals. Your next best steps are always our focus. An appropriate asset allocation for you is developed and then we apply a disciplined approach to managing your investments. We include quarterly performance reporting and ongoing due diligence to make recommendations as needed, implementing those changes as we are able. All accounts are custodied independently at Charles Schwab.
The foundation of our relationship in both instances is a sound financial plan.