OUR END GOAL IS THAT YOU FIRE US!
We want to help you transition for however long you need it. Ultimately, we hope you will fire us because you are ready to take the reigns knowing you have the tools you need through our process to succeed moving forward.
We will teach you about your investments and guide your cash decisions when you need it.
You do not need to custodian at our firm ever.
We work on a retainer model that is in aligned with what you can afford.
You can call, text or email us whenever you like. By not requiring formal meetings, we can keep our office expenses down which translates to direct savings for you.
young savers program
For our younger investors, there are many important life and financial concepts to master and compounding and asset allocation are some of the most important. You are in the most advantageous position - you are young!
Our Young Savers program provides comprehensive wealth management for a flat, fixed-fee per year or as you need it. You do not need to move money under our management. We will not charge you a percent of what you are investing. It is a simple hourly or yearly, flat-fee approach.
This allows our savers to have access to a professional for all their life decisions ahead. A guide and coach on some of the more trying decisions: buying or leasing a car, buying or renting your home, what kind of retirement account to open, where to custody your investments and why that matters, how to choose health and life insurance, and how to navigate your new 401(k) plan.
Because we care about your saving and philanthropic habits, we allocate what would be fee dollars to the charity of your choice.
You will get all the benefits of our strategic Wealth Management services with emphasis on systematic savings and investment management. When you have questions, you can call us directly for answers and help.
We remove the noise and keep you focused on saving.
Power of Compounding
Use the calculator below to compare two investors. The first starts with $0 and invests $5,500 per year into an qualified, tax-deferred account. They started late and only have 15 years to invest. Increasing their contributions and assuming a before-tax 8% rate of return, they accumulate $259,536.
The other investor is younger and starts right away. With the same assumptions in place but 15 years longer to let the power of compounding work for them and they accumulate $1,706,137.