Your Guide In a Changing Landscape
Your life is complicated and you need a plan to move forward.
You see the need for sustainability, but you wonder if sustainable investing will reduce your returns.
Together, we will
- detangle the complexity and organize your finances,
- protect and grow your assets in alignment with your values,
- ensure your peace of mind that you are on your best path,
so that you can focus on what you do best and what matters most.
--- As Seen In ---
✓ You are in your peak earning years or heading into retirement (when the complexities of your financial life are greatest.)
or
✓ You want your investments to reflect your values and concerns about environmental sustainability, social responsibility, and corporate governance.
or
✓ You are or were a Federal Employee, serve or have served in the US Military.
or
✓ You receive deferred, equity, or other non-salary compensation (when tax planning is critical.)
🚫 You are not comfortable sending information electronically and meeting virtually. (I am happy to get to know you over coffee or lunch, but working meetings are usually virtual.)
or
🚫 You seek help with speculative investments such as cryptocurrencies, frequent trading, or market timing.
or
🚫 You are so worried about the short term that you find it impossible to prioritize your long-term financial strength.
or
🚫 You think planning can be done once and then forgotten about for a few years.
Professional Investment Management plus Comprehensive Planning
For clients that want the complete package: investment management is billed as a percentage of assets, with all of the ongoing comprehensive financial planning services of the long-term relationship included in one bundled fee.
* Negotiable.
Would you like to know how much our premium service would cost for your situation? Just enter the value of your investment portfolio in this embedded spreadsheet for a quick calculation.
If you pay a percentage of your assets as a management fee with someone else, let me show you how I can do it better, with more services and greater efficiency.
Long-Term Comprehensive Planning Relationship
Planning relationships are more effective when there is an ongoing relationship because the value of advice increases with time and familiarity.
My fee is 2% of your household income for the first year and 1% each year after that.
You experience our comprehensive planning service that addresses every aspect of your financial life in service of creating your best life possible. You implement our investment recommendations while consistent, timely support and regular reviews are delivered throughout the year.
One-Time Plan
(Validation or Collaboration)
Like a consultant, lawyer, or CPA, I offer an hourly fee for service option.
- $300/hour for limited-scope financial plans or consultations.
My advice is precise and customized to your situation. Plans may address any of the complete range of financial concerns.
This option works for individuals or families in one of these categories:
- Your situation has relatively low complexity.
- You only need help in one area, such as selecting investments for the long term or managing employee stock options or other equity compensation.
- You have already put in significant time and effort on your own and need a validator and help in a few spots - some people call this a "sanity check."
Periodic updates are then scheduled at your desired frequency.
