Financial Management

This is our primary service. We will develop a financial plan for you, manage your investments, update your financial plan and advise you on an as-needed basis. Our minimum for investment management is a portfolio of at least $250,000.

Stand-Alone Financial Planning

We will develop a financial plan for you and help you implement it. A financial plan typically covers one or more of the following areas: Cash Flow, Budgeting, Debt, Taxes, Insurance, Saving for College, Retirement, Investments and Estate.*

Financial Consultations

We will advise you on one or more discrete financial topics on an hourly basis. This service is best suited for clients who have questions that can be answered without the need to develop a complete financial plan.


*This service does not include investment management, financial plan updates or ongoing advice. However, we would be happy to provide these services upon request for an additional fee.