How I Can Help
Collaborative Financial Planning
What is it?
We will work together to identify where you currently are and where you want to go in life. I strive to make this process as collaborative as possible and will make sure you understand every step of the process, no matter your starting point. This subscription service accounts for meetings every other month as we get started, but allows for meetings whenever something comes up.
Cost?
I base the cost of planning on complexity and primarily household size. For single income households the costs start at $900 per quarter, for dual income households the fee is $975 per quarter. All fees are charged in arrears.
Investment Management
What is it?
When creating an investment plan for you, I will focus on making sure that your plan is aligned with your goals. I will spend the time during our initial meetings getting to know you so that we both understand what is the best approach when investing your assets.
My Investment philosophy
My investment philosophy revolves around using evidence backed investing principles to put you in the best position to meet your goals. I utilize broad global diversification to capture returns wherever they may occur across the world. By using low cost investments, my aim is make sure you’re keeping as much in your pocket as possible. View My Investment Philosophy Whitepaper (PDF) >
Cost?
Annual fee on assets under management with a maximum fee of 1% for assets under $1 million. For those with accounts over $1 million the pricing is 0.4%
WHAT IS A FIDUCIARY?
A fiduciary manages a client’s assets with a legal and ethical obligation to put that party's interest first. For a financial advisor this means helping a client make decisions that are in his or her best interest, even if that means reduced or no compensation for the advisor.
I will always put the clients interests above my own. As a fee-only fiduciary I will strive to always be up front with my costs and only choose the path that best fits your needs.
I encourage you to view our Fiduciary Oath and to ask any questions you have about what it means to be working with a fiduciary.