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.
Links to the Quotes
✓ You want your investments to reflect your values, concerns, or the legacy you want to leave.
✓ You are in your peak earning years, or you are heading into retirement (the times when the complexities of your financial life are greatest), or
✓ You receive deferred, equity, or other non-salary compensation (when tax planning is critical.)
🚫 You are not interested in a long-term planning relationship.
🚫 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.)
🚫 You are interested in speculative investments such as cryptocurrencies, frequent trading, or market timing.
I have noticed that most financial planners and investment managers don't put their fees on their home page - and many don't list them on their website at all.
At Your Best Path, we are proud to offer a variety of pricing plans. Because we work virtually and don't have the expense of an office, we can offer better value than you are likely to find anywhere else.
(Validation or Collaboration)
Like a consultant, lawyer, or CPA, I offer an hourly fee for service option.
My advice is precise and customized to your situation. Plans may address any, but not all, of the complete range of financial concerns.
This option only works for individuals or families in one of these categories:
Periodic updates are then scheduled at your desired frequency for an additional hourly fee.
The most effective planning relationship is an ongoing arrangement 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 get our comprehensive planning service with consistent, timely support throughout the year.
Professional Investment Management
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.
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 efficiency.
Regardless of the fee option you choose, I am able to incorporate your values into your investment strategy if that is your desire.
Clients that choose to delegate Investment Management to us receive portfolios customized to their unique combination of goals, risk tolerance, tax situation, and values.
When you are ready, you can click the button below to access my calendar and select a time for us to talk on the phone or meet over Zoom.
There is never a fee or obligation for our time getting to know if we are a good fit to work together.
At Your Best Path Financial Planning, we are fully capable of meeting all your client needs via web-based video meetings, secure cloud-based file sharing, and other solutions that have been in place since the foundation of our business. We will never compromise on cyber security and take the utmost care to safeguard your data.
We are happy to meet local potential local clients for coffee, but business meetings are conducted virtually.