FAQs

We help our clients build the financial life they want around their specific goals. Our options include a flat fee for financial planning, an hourly fee for specialized planning like divorce planning, an asset under management fee for investment management, as well as combinations of these options to create a customized engagement model.
Hence, we do not have a minimum requirement for assets under management. To learn more, contact us.

For a flat-fee financial plan, the cost starts at a minimum of $3,500. The exact price may vary based on the complexity of the plan.
Additionally, the fee structure is determined by the total value of your household accounts and how the portfolios are structured. Our fee falls between 0.8% to 1.2%. It’s important to note that this fee structure is intricate as each portfolio is tailored to individual goals and timelines. Hence the fee structures are in variations from case to case. Reach out to learn more.

I’d be happy to connect you with other qualified advisors who may align better with your specific needs. You can schedule an initial complimentary call to get acquainted with our firm and approach. I strongly believe that certain relationships flourish when there’s a strong alignment in focus and values. Ensuring that we’re a good fit is not only important for you as a client but also for our firm to maintain a high level of expertise. Your satisfaction and confidence are important to us.

Yes, certainly. We function as the central hub of your core professional team, ensuring that each professional including an estate planning attorney and an accountant aligns with your overarching financial objectives. Tax planning is integral to the comprehensive financial planning we provide, particularly for clients seeking to minimize tax burdens.
We provide necessary referrals that can be beneficial for your overall financial plan if needed. Contact us today to learn which professionals you need in your core professional team to optimize your financial future.

Divorce attorneys guide the legal aspects of divorce. Certified Divorce Financial Analysts provide financial guidance for those going through divorce and after divorce so that you feel confident about your new financial life. We provide benefits during divorce because we can optimize your time spent with your divorce attorney or mediator. You will be surprised at how much time and effort you will save by having designated professionals for each area such as a therapist for your mental burdens during divorce and a CDFA for your financial life. You can learn more about how we can help in our complimentary strategy session.

Of course. This is a big decision whether this is your first time deciding to work with someone for your financial future or you are looking to change who you work with. Don’t hesitate to email us with any questions you might have or book a complimentary call with us to learn more. We are here to answer any questions you might have.
We are not looking for a short-term relationship or transactional relationship with our clients. Hence, it’s really important for you to understand our values and focus before making a commitment. Therefore, I encourage you to follow us on Facebook or go to the Resource Center, to get the latest insights and updates from our company.