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have a few questions first?
Here are a few questions other members have had
Absolutely! We act as legal fiduciaries, always putting our members' interests above our own.
Our compensation model is designed to align our interests with yours. We charge an annual fee based on a small percentage of the assets we manage for you, using a breakpoint structure—as your investments grow, so do the benefits for both of us. For members below a certain investment threshold, we may charge an annual planning fee to ensure we can provide our full range of services. You can see our full fee structure here.
We go above and beyond traditional financial planning. Whether it's joining you to negotiate a car purchase, meeting with your estate attorney, or facilitating family estate planning discussions, we're there. Our goal is to support you in all financial aspects of your life, always focusing on what's most important to you.
We offer truly comprehensive financial planning, tailored to each member's unique goals and circumstances. There's no one-size-fits-all approach here—we create custom strategies that consider every aspect of your financial life and dreams.
Our network includes a wide range of professionals—from estate attorneys and CPAs to realtors and healthcare providers. We're happy to collaborate with any service provider that impacts your financial well-being, whether they're in our existing network or not.
We monitor investments daily and review member-specific plans monthly, quarterly, and annually. Of course, we're always ready to reassess when life changes or new opportunities arise.
Absolutely! We offer tax strategies, tax harvesting, and cost-basis analysis. Plus, our in-house tax firm can handle e-filing for both members and non-members.
Your satisfaction is our priority. If your advisor leaves, you're welcome to stay with us. We'll work closely with you to find a new advisor who aligns perfectly with your needs and goals.
