We work with clients virtually, so you don’t need to live nearby. All of our meetings take place by video conference, and we use secure online tools to share information and stay connected. This allows us to work with clients anywhere in the U.S. while keeping things convenient and eliminating unnecessary travel.

Nope! Whether you’re just getting started or have been building wealth for years, we’ll meet you where you are and help you figure out what comes next.

Financial planning fees start at $3,000, with the final fee based on the complexity of your financial situation and the scope of the work.If you choose ongoing investment management, our fee is based on the amount of assets we manage for you. Our tiered fee is 1.00% on the first $1 million, 0.75% on assets from $1 million to $5 million, and 0.60% on assets above $5 million.We’ll discuss your specific fees with you upfront, so you’ll know what to expect before deciding to work with us.

Yes! And if you're not sure what that means, you can read about fee-only advising here.

There is some homework, but we promise not to make it painful. We’ll need information about your financial life, and yes, that includes some documents. But we’ve designed the process to keep the paperwork and back-and-forth to a minimum.Most of the process is digital, so you can upload documents securely and, when possible, link your accounts directly to our planning software. A little work up front helps us do a much better job for you, and we’ll make the process as easy and organized as possible.

You should trust us because we’ve spent years figuring this stuff out for ourselves, too.We built our own self-sustaining portfolios using stocks, index funds, real estate, and alternative investments. We’ve had investments that worked, investments that didn’t, and plenty of opportunities to learn from both.We bring that real-world experience together with professional training, fiduciary responsibility, and an evidence-based approach. Our job is to help you make thoughtful decisions, understand the tradeoffs, and build a financial plan you can actually live with.

Yes! Real estate can be an important part of a well-rounded financial plan, and we’re happy to incorporate it into the bigger picture.Whether you own rental properties, invest in real estate syndications or private equity, or are considering getting into real estate, we can help you look at how those investments fit alongside the rest of your portfolio. We’ll consider things like cash flow, risk, liquidity, taxes, debt, concentration, and your overall financial goals.

For clients who choose to have us manage their investments, we use Altruist as our preferred investment custodian. You’ll have secure online and mobile access to your accounts and investments.