We Help Investors with Professional Investment Management & Financial Planning
As a boutique firm, we offer personalized services to meet your unique needs, including:
Investment Management: We craft and manage an investment portfolio tailored to your specific objectives and risk profile.
Financial Planning: We develop a personalized plan for your financial future, considering your goals, comfort level with risk, and lifestyle.
Before we begin, we'll discuss your needs and costs associated with the service(s) you choose. After a verbal agreement to move forward with establishing a client relationship is made, fees are defined in a written agreement appropriate for the type of service (i.e., Client's Investment Advisory Agreement, and/or Financial Planning Agreement). The written agreement is required to be reviewed and signed by you prior to the establishment of a relationship.
Additional information about our firm's services may be found here.
Please note, our fee-only financial planner is never paid a commission and has a legal duty of care to place a client's interest ahead of her own.
Climb Your Mountain
We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.
We understand some investors value on-going personalized guidance, timely communication, and practical advice from a professional investment manager. For these clients, we offer investment management services at an AUM rate.
Investment Management
Are you seeking the guidance of a financial professional for your investment management needs? Our investment management service may be the ideal solution for you.
We provide investment management services, including portfolio selection, ongoing monitoring, and rebalancing. We work with you to create investment guidelines for the portfolio and identify a rate of return based on your time horizon, risk tolerance, income needs, and risk capacity. Our investment management service includes quarterly, semi-annual, and/or annual client connections based on preference. Ongoing financial planning is available, by request, if you are interested in seeing how your investment management strategy fits into the big picture of your financial situation.
Deliverables include quarterly and semi-annual portfolio performance reports plus an annual investment portfolio analysis. (Personalized financial plan available by request.)
An assets under management (AUM) fee applies. Please note: this service requires a minimum investment portfolio amount.
We understand some investors prefer to take an active role in managing their assets. For these investors, we offer project-based financial planning services at a fixed rate.
Financial Planning
Are you a self-directed investor seeking expert guidance on specific financial challenges? Our consultative financial planning service is designed to empower you with the knowledge and tools to make informed financial decisions.
Whether you're planning for retirement, exploring tax strategies, or simply want to gain a deeper understanding of your finances, we'll work together on a project-based basis to develop a customized plan that aligns with your goals. We'll guide you through key financial concepts, from budgeting and emergency fund planning to more advanced topics such as retirement savings and tax planning. This service provides insights for your financial journey, whether you choose to manage your investments independently or seek ongoing professional guidance in the future. A project-based service, there are no ongoing fees nor retainers. Clients may engage us for subsequent projects by signing a new agreement.
Deliverables include 1 financial plan document and 1 summary sheet with recommendations.
A fixed rate applies. Client receives a bill soon after delivery of plan documents.