Financial Planning

At the beginning of every relationship we provide a financial plan for our clients.  This service functions as the starting point for our ongoing portfolio management clients as well as a one-time service for clients whose assets we won’t be managing.  Included in the service is a discussion of your most pressing financial concerns usually centered around retirement and college planning.  Planning projections, net worth statement and asset allocation comparisons will be provided with a written summary of recommendations.  This service costs $1500.00.  Ongoing portfolio management clients have planning services included in the asset management fees after the initial payment.