Our Services
Lasting financial success requires more than good advice — it requires coordination. We bring all the pieces of your financial life into harmony.
The Coordination Advantage
Your financial life may involve multiple experts — CPAs, attorneys, insurance professionals, and brokerage accounts with or without an advisor. Without a coordinator, these specialists operate in silos, leaving you to bridge the gaps.
We serve as that bridge, ensuring your tax professional, estate attorney, and insurance advisor all understand how their work affects the whole. Every recommendation considers the ripple effects across your complete financial ecosystem.
Aligned with your complete picture
Across all your assets
That truly protects what matters
Reflecting your values and intentions
Capabilities
A living plan that adapts as your life evolves.
Time-tested principles, applied to you.
Protection that truly covers what matters.
How Coordination Works
Exceptional financial coordination begins with understanding your complete situation — not just your portfolio, but every element that affects your financial security.
A complimentary 45–60 minute conversation covering your current financial landscape — all accounts, assets and liabilities, professionals, and key documents; your short- and long-term objectives; sudden or planned life transitions; insurance coverage gaps and estate planning needs; and how your existing advisers work together (or don't).
We thoroughly analyze your complete financial picture, identifying gaps, conflicts, opportunities, and risks — coordinating with documentation from your existing professionals to understand how everything currently works together.
We develop and implement a coordinated strategy that aligns your investments, estate plan, tax strategy, insurance coverage, and retirement planning. Every recommendation considers how it impacts the whole.
Your life changes, markets shift, laws evolve. We continuously monitor your complete financial ecosystem, proactively adjusting strategies and coordinating with your professional team as circumstances change.
We believe in complete transparency — including our investment philosophy, our partnership with Upstream Investment Partners' network of over 130 advisors, and the resources available through our LPL independent advisor platform. Learn about our Upstream/LPL partnership →
Transparent Fee Structure
Our comprehensive financial planning fee ranges from $1,500 to $2,500 depending on complexity — including ongoing plan updates at no additional cost when you maintain a funded investment advisory relationship with us.
Our annualized financial advisory account fee is based on the value of assets in the account, including cash holdings, billable quarterly in advance.
For portfolios under $500,000, the fee is 1.1%. For portfolios over $500,000:
| Assets Under Management | Annual Fee |
|---|---|
| On first $1,000,000 | 1.0% |
| On the next $2,000,000 ($1,000,001 – $3,000,000) | 0.9% |
| On the next $2,000,000 ($3,000,001 – $5,000,000) | 0.8% |
| On the next $2,000,000 ($5,000,001 – $7,000,000) | 0.7% |
| On the next $3,000,000 ($7,000,001 – $10,000,000) | 0.6% |
| On values above $10,000,000 | 0.5% |
You didn't accumulate wealth by accident. You deserve a cohesive financial strategy with someone accountable for coordinating all the moving pieces — especially during the moments that matter most.
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