What's Included In Our Partnership
We seamlessly coordinate every aspect of your financial life, bringing together our team of specialists so you can focus on what truly matters—living a life aligned with your values and goals.
Values-based Financial Alignment™
Track ongoing progress & proactive adjustments
What-if decision simulations
Smart allocation of surplus cash
Saving & contribution plan
Cash flow review & optimization
Debt repayment strategies
Education planning & funding strategies
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Portfolio review
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Target asset allocation mix
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Account type & tax efficiency guidance
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Risk tolerance assessment
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Concentrated stock position solutions
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Equity compensation & stock option planning
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Real estate investment analysis
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Access to professional investment management services
Investment Management Fee Schedule
Assets Under Management |
Annual Fee |
$0 – $1,000,000 |
1.20% |
$1,000,001 – $2,000,000 |
1.10% |
$2,000,001 – $3,000,000 |
1.00% |
$3,000,001 – $5,000,000 |
0.90% |
$5,000,000 and above |
0.80% |
Tax-optimal withdrawal strategies
Roth conversion planning
Income tax reduction strategies
Tax diversification of assets
Coordination with your CPA
1031 exchange analysis
Estate tax minimization strategies
Alternative Minimum Tax (AMT) exposure analysis
Review of your existing policies (life, disability, annuities, long-term care, auto, umbrella, property & casualty)
Life insurance & long-term care needs analysis
Disability insurance needs analysis
Property & casualty insurance shopping
Business insurance review
Irrevocable Life Insurance Trust (ILIT) guidance
Retirement readiness & timing analysis
On-track or off-track review
Retirement plan contribution strategy
Defined contribution & pension plan guidance
Retirement income planning
Social Security optimization
Stress testing
Required Minimum Distribution (RMD) planning
Beneficiary audit
Guidance on basic estate documents
Existing trust review
Charitable giving strategies
Generational wealth transfer planning
Advanced insurance trust strategies
Access to trustee services
Access to estate document creation & trust funding services
Tax-efficient income planning
Cash flow & debt optimization
Retirement plan selection & strategy
Business entity & asset titling review
Buy/sell agreement analysis
Business valuation review
Succession planning & exit strategy
Equity compensation strategies
Discover Your Wealth Archetype
Did you know there are 8 Wealth Archetypes. Which one are you?
Your path to Financial Alignment begins with knowing your Wealth Archetype.
Take our 5-minute quiz to unlock your Wealth Archetype and start your journey to Financial Alignment!
Align Your Wealth with Your Goals