Finding the Right Fit
We have experience helping a variety of clients and have advanced training in financial planning for high net worth and high income individuals, investment management, corporate social responsibility and student loan repayment strategies.
People who tend to have the most successful relationships with us:
- Are interested in or open to ESG / impact investing
- Have the potential to save every year or have more than $750k in liquid assets
Will be transparent and open to ideas
Do not intend to keep multiple investment managers for liquid, public market portfolios
Will be engaged in the process and will commit enough time to get the benefits of financial planning
Do not prioritize frugality over everything else
Sound like a good fit? Find the right service level for your needs-
We know there is no one size fits all model for financial planning. Clients have different levels of experience, degrees of financial wellness and life circumstances. We have a flexible service model that is designed to give you what you need without taking more resources than needed.
If recurring planning is right for you, we recommend that you start with meeting every six weeks. Clients are welcome to adjust the frequency of their meetings as needed.