I want someone to guide me.
You want to work with a financial expert committed to your success, investment strategies based on the evidence, financial decisions made with the data, personalized money coaching, educational resources to empower your financial literacy, unwavering support, and straightforward, transparent pricing.
Expert Money Management
You want an expert you can trust to manage your money correctly.
Safe Environment To learn
You want to learn at your own pace while knowing you are making good decisions you won’t regret as your knowledge grows.
Decisions Based On Evidence
You want decisions made on the evidence, not someone’s gut feeling.
Transparent Fee
You want a transparent fee. There are no backroom deals or motives other than getting you to your goals efficiently.
Ongoing Financial Planning
You want someone who will keep up with your life changes and will tell you when decisions need to be made.
Questions and Concerns
You want someone to answer your questions as they relate to you, not the broad public.
What Does it Cost?
For most clients, we charge a fee based on the assets invested. This fee covers both the financial planning and investment management.
The First $500,000
From 1.1%
The Next $500,000
From .95%
The next $1,000,000
From .60%
Portfolio’s $2,000,000+
Contact Me
What’s in your way?
Like many hands-off investors, you like to keep things simple. However, you might not have the time or confidence to handle your own investments. After all, your finances have far-reaching consequences on your life, and very rarely do you get a second chance. Therefore, you need someone you can trust to look after your future.
You might be worried that you lack the time, discipline, confidence, or drive to choose and manage your investments.
You need a go-to person to take care of your money so you can focus on your family, your job, and enjoying life. This person should be dedicated to their craft, work well with your tax person and lawyer, and keep you in the loop.
You need to find a professional to help you set the path, keep you on track, and make big-money decisions.
You might be nervous that your “advisor” suggests things based on how much it pays them.
You need someone who looks out for you and your family’s best interests without any side motives. Your advisor should believe in making choices based on facts, be clear about costs, and suggest investments that give you the best chance at success.
Choose an advisor who puts you first, leading to the best results, value, and trust.
Worried you’re not on the right track?
You need a plan that sorts out, puts in order, and helps you hit your goals. This includes planning for retirement, financial independence, insurance, and growing and protecting wealth.
Get a clear plan to help you become financially independent and make smart choices now and in the future.
Scared of asking the wrong things?
You need someone you can trust to talk to you in a way that makes sense and has helped others like you. Your advisor should have resources to help you learn, talk in a way you get, and always be there to chat.
Find an advisor who talks with you, not at you, makes you feel okay asking anything, and helps you feel sure about your money choices.
You’re worried about trusting the wrong person.
Not everyone who offers financial advice is trustworthy or competent. Most bank employees are simply salespeople in suits. At the very minimum, look for someone who applies their own advice in their personal lives. Look at how they are compensated. Ensure they have the education. In such a muddy world of credentials, I recommend that people look for the Certified Financial Planner or CFP marks as a minimum.
My Thoughts – Reviewing a Study on Corporation Owners Compensation.
This study discusses the decision faced by corporation (CCPC) owners on whether to pay themselves...