Asset Management

Flat Fee Pricing Available
  • Including 401k, IRA, Roth IRA, 403b, TSP and many other types of investment accounts. We primarily use exchange-traded funds that offer the diversification in our portfolios. To help drive our long-term view and performance we can take highly concentrated positions in individual stocks. If you have a little or a lot we can help.
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Financial Planning Framework

$250. + HourlyBilled Monthly
  • Advice when you need it without the fluff.
  • 30 Minute Getting Started: Client Portal & Organizer Setup
  • 30 Minute Goal Setting and Getting Organized
  • 30-60 Minute recommendation and action session to begin your financially fit journey
  • 60 Minute review session after 6 months (optional)
  • 60 Minute planning year-end session (optional)
  • Two 30-minute calls to work through whatever financial planning question is on your mind — one topic, no fluff, just a helpful conversation.
  • Financial Planning portal to bring your financial life into view
  • Expense and budget management with overspending alerts
  • Additional Strategy Sessions / Research / Time Spent on work $100. per hour
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529 College Savings Plan Setup

$750.One Time Setup
  • Setup 529 College Savings Plan
  • Find out how much you should save monthly
  • Setup monthly payment into 529 College Savings Plan
  • Recommend starting investments
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Common Financial Planning Questions

How do I open up a Roth or Traditional IRA?
How do I choose the funds in my retirement plan?
How much should I save for retirement?
How can I pay off my debt the fastest?
How do I choose the best options in my benefits packet at work?
How much life insurance should I have?
How much disability protection should I have?

Visit our FAQ page for more questions answered.