working with us.
Our Clarity Process
❶ Get Acquainted
A complimentary, no-pressure conversation to explore your goals and
needs and to evaluate how we can best work together.
❷ Discovery
We gather and evaluate your financial information and family values
to assemble a picture of your financial life.
❸ Values + Objectives
A structured, deeper conversation about what matters most to you
and the goals and dreams you have for the future.
❹ Financial Plan
We deliver a tailored financial roadmap that clarifies your priorities
and outlines actionable next steps, providing a clear framework for
informed financial decisions.
❺ Partnership
Although you may implement the plan independently, we typically
recommend an ongoing partnership – ensuring decisions stay
thoughtful, coordinated, and responsive to change.
Craft a comprehensive Plan.
Designed to provide significant initial value and advice on the entirety of one’s finances.
A Financial plan should be:
A detailed, custom guide
All-encompassing
Strategic and actionable
Objective
Partner Long Term.
We provide multiple service options to match your preferred relationship.
Our ongoing advice aims to:
Adapt to life and external changes
Be worth far more than its cost
Provide peace of mind
Free up your time
Choose your relationship
1. Asset Management
Confidant
Clients who:
Value ongoing, tactical advice
Value comprehensive wealth management
Prefer an investment partnership
Cost: starts at 0.65% of portfolio assets
2. Flat Fee
Consultant
Clients who:
Value ongoing, tactical advice
Value comprehensive wealth management
Prefer a DIY approach to investment management
Cost: Flat-fee structure
3. Hourly
Contributor
For simpler situation and a net worth less than $2 million, we offer hourly financial planning and advice.
Cost: $450 per hour