Our mission is to help you maximize your life with your financial resources. We aim to take as much of the planning off your plate as possible. Our Financial Planning package includes the following services:

- Retirement planning

- Investment planning

- Tax planning

- Cash flow planning

- Estate planning

- Insurance review

Plus anything else needed to ensure you feel confident and excited about your financial future.

For clients with over $150,000 in investible assets, we offer investment management with ongoing financial planning. The fee is based on the amount of assets we manage (“AUM”) for your household. The fee is a percentage of AUM according to the table below:

1.25% on the first $500,000

1.00% on households between $500,000 and $1,000,000

0.90% on households between $1,000,000 and $5,000,000

0.80% on households between $5,000,000 and $10,000,000

0.70% on households above $10,000,000

For clients with less than $150,000 in investible assets, we offer ongoing financial planning as a standalone service starting at $175/month.

We also offer financial planning on an hourly basis or for one-time, limited-scope projects. Please see our disclosures or Contact Us for more detail.

We work with a diverse range of individuals. Our typical clients are experiencing a significant financial transition, such as retirement, receiving an inheritance, looking for a new advisor, or selling a business or ownership stake. Our ideal clients are those who have been diligent savers and prefer to delegate the comprehensive management of their financial resources. We want to help our clients get the most out of life with the money they have.

Yes. Throughout your whole life - and particularly in your 60’s - careful planning can drastically reduce your lifetime tax bill. We use best-in-class software to model your tax rates and to inform tactics such as Social Security claiming and Roth conversions.

A crucial part of our mission is to deliver a world-class client experience. To achieve this, we collaborate with top-notch custodians who enable us to perform at our best for you. Altruist, is a modern custodian, offers the latest in financial technology. Their platform boosts our efficiency and reduces costs, allowing us to provide you with exceptional service.

Check this out to understand why we chose Altruist.