We’ve packed in everything you need
Below is what every client receives, all backed by modern tools, expertise, experience, and a fiduciary duty.
A PERSONALIZED FINANCIAL PLAN
Integrate all aspects of your financial life into a plan that works toward short and long-term goals.
Everyone’s plan will look different. Here are the six questions we commonly get asked when prospects meet with us.
A PERSONAL DASHBOARD
You’ll receive your own secure login to a one-stop destination to see how you’re progressing in reaching your goals.
REAL PEOPLE TO WORK WITH
Your personal advisor will work closely with you every step of the way. As your life financial plan evolves, you’ll also have access to credentialed experts who can address everything your money touches.
LOW FEES. NO MINIMUMS, NO COMMISSIONS, NO SURPRISES
We’re fee-only and our fees are competitive. Our fees start at 1.25% per year. For example, an account with an annual balance of $10,000 will cost only $125 per year for our services.
Low fees mean more money for reaching financial goals quickly.
See how we stack up against other options
We bring together the power of financial planning and traditional investment management. Not everyone can do the same.
| Your all-in-one solution | Your other options | |||
|---|---|---|---|---|
|
DIY | Robo Advisor | Broker | |
| Investment Management | ||||
| Investment Management | ||||
| Low cost dynamic investment strategies | ||||
| Low cost dynamic investment strategies | ✔ | ✔ | ✔ | |
| Fully diversified portfolio | ||||
| Fully diversified portfolio | ✔ | ✔ | ✔ | ⁇ |
| Tax-loss harvesting | ||||
| Tax-loss harvesting | ✔ | ✔ | ⁇ | |
| Proper rebalancing | ||||
| Proper rebalancing | ✔ | ✔ | ⁇ | |
| Tax-efficient asset location | ||||
| Tax-efficient asset location | ✔ | ✔ | ⁇ | |
| Account aggregation | ||||
| Account aggregation | ✔ | ✔ | ✔ | ⁇ |
| Integration of 401(k) | ||||
| Integration of 401(k) into investment strategy | ✔ | ⁇ | ||
| Ease the time and stress | ||||
| Ease the time and stress to manage a portfolio | ✔ | ✔ | ✔ | |
| Pay commissions | ||||
| Pay commissions | ✔ | |||
| Financial Planning | ||||
| Financial Planning | ||||
| Fiduciary advisors | ||||
| Fiduciary advisors serving your interests | ✔ | ⁇ | ||
| Goals-based planning and management | ||||
| Goals-based planning and management | ✔ | ⁇ | ||
| Accessible educational content | ||||
| Accessible educational content | ✔ | |||
Ready to get started?
