Wealth Management

Wealth management is a lot more than just managing money! It is all about managing a lifestyle that you enjoy! Our process is not complicated or full of jargon you don't understand. It i s all about you! See what we offer:

• Personal interview to learn about your lifetime vision and goals. (Your "Bucket List")
• Create a discovery agreement (Everything you told us to make sure we are chrystal clear about what you want to accomplish!)
• Prepare a Roadmap for you to follow and let's us keep you on track every quarter!

Our fees:
Full detailed plan with ongoing quarterly reviews: $5,000
Retirement Palnning: $2,500
Modular planning: minimum of $1,000 plus a la carte fee for specific module.

 

 

NOTE: Fees are subject to change.