Step 1: Contact Us.  We will set up an appointment with you and Mike to gather information about your situation.  We will go over what the next few appointments will look like, and you can ask any questions you may have.

Step 2: Initial Plan:  Regroup at a follow up appointment and go over an initial financial plan.  We will have put your situation together into our planning software and laid out a rough design of the how to structure your investments and what important decisions will be coming down the road.

Step 3: Long Term Planning:  If you choose to continue working with us, we will get started on implementing and further developing your plan.  We will circle back and update your individual plan, while starting the Aging with Family and multi-generational planning process.  Families are incredibly varied, and your unique journey will be different than my other clients, but we’ll guide you the whole way.

What does this cost?

We provide two services, investment management and financial planning.  Those two services are intertwined and codependent.  Both happen over years and decades.  We do not charge for office appointments, phone calls, or by the hour.  We charge an annual fee on your investment account balances.  This charge covers both services, investment management and financial planning.  Our fees are competitive in the industry and will be clearly explained.  Why do we do it this way?  Let me explain, please refer to the video.