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Financial Guidance
to Give You Confidence
Helping you achieve your financial goals
with personalize advice and guidance.
- 1. Book Your Free Consultation
- 2. Review Your Situation
- 3. Get Proven Guidance
- 4. Achieve Your Financial Goals
Develop a Plan to Optimize Your Investment Portfolio
As a small business owner, I know what it is like to manager your own investment portfolio. Like you, I hate being sold investments and will never attempt to sell any to you. Instead, like an engineer, I evaluate what is working for you and give you personalize advice and guidance that will help you achieve your financial goals. This is my life's work.
Coming up with a financial plan has never been easier.
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Book your free consultation
You want to find out if we are a good fit, and so do we. It only takes a minute. This free 45-minute consultation will give you a chance to ask the questions that are important to you. We give you a preview of how enjoyable it is to work with us and a look at the cutting-edge technology we use during the planning process.
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Review your situation
No advice is given during this free meeting. We will qantify your preferences and explore your financial forecast. We will look at potential gaps in your current plan and estalish how you wish to proceed.
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Get proven advice
Based on your preferences we calculate the best solutions to bridge the gap between where you are and where you want to be financially. We also explore other option that may benefit you. By the end of this meeting your professional financial plan will be complete.
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Achieve your financial goals
Implement and practice the plan and watch as you grow closer to where you want to be financially. We'll be right by your side as your guide to encourage you and help your in your quest. We show you how to manage your own investments so you can be in control. It is not as hard as you may think. If you don't feel comfortable doing it yourself, or you want to save yourself precious time and money, we can discuss cost effective options to outsource management. Then we will work on the next thing on your list until you're done. Some things you'll do on your own and others we will work together on. Successful implementation lasts a lifetime.
Flat Fee Transparency
Say goodbye to commissions, nickel-and-diming, and hidden fees.
Let our one clear fee make you happy. See the difference:
| Flat Fee | Commission | |
|---|---|---|
| $25K Invested Per Year for 30 Years | $750,000 | $750,000 |
| Client Support | Yes | Limited |
| Additional Fees | No | Yes |
| Limited Investment Choices | No | Yes |
| 30 Year Return at 8%* | $2,666,331.64 | $2,337,904.46 |
| Return Difference | $328,427.18 More | $328,427.18 Less |
| Cost Difference** | 84% Less | 84% More |
** Based on a plan update every 3 years.
View Details
We only charge $6,000 per plan. This is the entire cost, unless sales tax applies in your area. You will have unlimited access to supporting technology and discounted plan updates when you need them.
Plan updates are $3,500 and are as needed. On average a clients updates their plans every 2-3 years. You also have the option to engage with us hourly for smaller questions and updates.
