My compensation varies by the model used, as outlined below.
Regardless of the model you're interested in, the initial 30 minute consultation is complimentary and without obligation.
On the call, we get to know each other better to see if there's a basis for us to work together and clarify the model that would make the most sense for you.
Wealth Management and Planning
Who is most appropriately suited for this kind of service?
Wealth Management Clients are ready to clarify, simplify and organize their wealth. They see the value of partnering with an experienced Certified Financial Planner™ and Wealth Strategist who takes a holistic approach to defining goals, analyzing options, making informed decisions, and implementing strategies to achieve their financial goals.
Wealth Management Clients want their questions addressed, financial worries reduced and complexity decreased so that they can focus on what matters most in life. Wealth Management Clients partner with me to stay informed, access knowledge and make adjustments as changes in finances, laws and life occur.
Services and Pricing:
I manage both your planning and investments for an advisory fee that is a flat annual percentage of the assets I manage (minimum $500,000 of investable assets per household).
The Comprehensive Wealth Management Plan is complimentary and covers a customized review of the Wealth Management Client's investing, estate, tax, business, longevity planning as well as risk/reward and distribution plan and provides specific recommendations.
Situational or Hourly Consulting
Who is most appropriately suited for this kind of service?
Situational Clients seek targeted solutions to specific goals or situations. Services are a la carte. We work together on a limited basis, as Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns.
This is popular with "DIY" investors who may want a second opinion on their portfolios or a one time recommendation for a social security strategy.
Services may be fee or commission based, depending on the solution provided.