Ongoing guidance to help you stay on track as life evolves

 

For clients who prefer ongoing guidance, we provide continuous financial planning, investment management, and support as your financial situation evolves.

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You’ll benefit from a collaborative approach: I remain actively involved in guiding long-term strategy and major planning decisions, while our advisory team supports implementation, portfolio management, and day-to-day service needs.

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This structure allows you to receive both high-level strategic advice and responsive, ongoing support—ensuring your plan is not only well-designed, but consistently executed.

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Fees

For clients with under $600,000 in assets, our services are $500 per month. For those with higher assets, fees begin at 1.00% of assets under management, aligning our compensation with the value we provide.

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If you’re looking for a thoughtful, planning-driven approach supported by an experienced advisory team, I’d welcome the opportunity to connect.