YOUR FINANCIAL BLUEPRINT

Cost: $500 & up (one-time)

Key Features:

• Goals based financial plan created & delivered in 4 meetings.

• Connect all your accounts easily with a Personal Financial Website.

• Address key planning needs of college affordability, retirement planning, and investment strategy.

• Specific action list delivered at final meeting

• Opportunity to "test drive" working with our firm long term

FINANCIAL COACHING

Cost: $99 per month & up  (complimentary for Investment Management relationships of $200,000+)

Key Features:

• Ongoing advice, consistent with your Blueprint Plan, including implementation of your plan's action items, in a retainer-style relationship.

• College affordability advice – aid projections, FAFSA filing, net cost comparison, award evaluations, and loan decisions.

• Regular progress meetings to review your situation, adjust your plan & provide accountability.

• Planning & coordination in advanced areas – insurance, tax, estate.

INVESTMENT MANAGEMENT

Cost: 0.55% – 1.10% annually  (% assessed only on assets directly managed)

Key Features:​

• Access to portfolios built using Noble prize winning research and low cost investments

• Goals based investment portfolios that are aligned with your Blueprint plan.

• Automatic account rebalancing

• No account or investment minimums.

• End to end support with account transfers and transactions.