The Process

How Are We Going To Find Out What Freedom Means To You?


It all starts with the Intro Call. This is when we find out if we're a good fit and if we can actually help you.

If that goes well, then we schedule our Discovery Meeting

The Discovery Meeting is when we get a clear picture of where you are now, what your goals are, who and what is important. It's data and document gathering so that we can do our Strategic Planning.

Once we've phoned our friends and have our intial recommendations together based on what you shared was most important to you which we go over during our Strategy Session

That's really when you decide if you want to move forward to Onboarding / Implementation which is the action phase of signing paperwork, moving assets, etc. 

From there we will have Routine Strategy Meetings and continue communicating with other professionals so we can review and make updates along the way.

You're Probably Wondering How Much That Runs You?

You know how if you hire a handyman to remodel a kitchen you're going to pay more than if you hire them to hang a tv? 

That's because remodeling the kitchen takes longer, is more complex and requires more resources. 

We believe that financial planning should be tailored to your Financial Plan and depending on the complexity of your situation the cost will vary. 

During our Strategy Session, any and all costs will be clearly outlined before it's decision time. 

Business Owners

Business Owners

Up Front Investment 

$1,500 - $15,000


Ongoing Advice

$250 - $2,500 per month

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Individuals & Families

Individuals & Families

Up Front Investment 

$750 - $10,000

 

Ongoing Advice

$100 - $1,00 per month

Learn more

I'm not saying I'm the right fit, because we haven't even met yet.
What is certain, when you're ready I'll be here.

What About The Money Management?

Some folks have the time, energy and desire to manage their own money, which is awesome.

But let’s say you’ve got a full plate or you're focused on other things and would rather not DIY then we might be able to help.
We’ve got options depending on what your goals but to be clear we are a manager of managers.

What does that even mean?

Because we spend time with clients, planning and strategizing, we decided it would be best to have beautiful nerds as part of our team watching your investments day in and day out.

Depending on how much we’re managing and the complexity of the strategies we’re looking at .25% to 2%.

Just a reminder, you'll know any and all costs before paperwork is signed.