One Fee

Access to a CFP® professional. No account minimum. Ongoing financial planning and investment management for Millennials.

WealthBase

$450 Upfront

$95 /mo
  • $125 mo/ for Families
  • No Asset Minimum

For those who have not yet built significant investable assets. We’ll help you get your finances on the right track with a comprehensive financial plan and investment oversight. Annual reviews and ongoing support is included.

OR

WealthPlus

*Waived*

1.0%/year
  • $150,000 asset minimum
  • Billed Monthly

For those who have already built up sizable assets. Your financial picture is likely more complex and time intensive. We’ll build a comprehensive financial plan and provide investment oversight. Annual reviews and ongoing support is included. 

What You Can Expect

-> Equity Compensation Planning

-> Investment Management

-> Cash Flow and Budgeting Advice

-> College Savings

-> Retirement Planning

-> Insurance Advice

-> Maximizing Employee Benefits

-> Debt Management Strategies

We always begin with an initial discovery meeting where we gather as much information about your current financial situation as possible. Next, we help articulate your goals and determine the best plan of attack. 

We oversee implementation of your plan and asset management, as well as hold you accountable along the way. As changes in your life occur, we adjust accordingly. The end result will be peace of mind knowing you have a clear and concise plan for your money centered around your goals.

We use state of the art planning technology to help you (and us!) stay on top of things. You’ll have a secure, online portal to access all your important financial documents and anytime access to us via phone, text or email. 

For more information please download the following documents:

millennial wealth financial planning process

Track Your Goals

Student Loans 80%
Buying A Home 40%
Retirement 32%
Emergency Fund 100%
College Funding 50%
Annual Overseas Trip 100%

Investment Philosophy

Our investment philosophy is centered around passive, low-cost investments. As information becomes more readily available and public markets more efficient than ever before, it’s become increasingly difficult for active money manager’s to “beat” their respective benchmarks over full market cycles.

Millennials have decades of time to take advantage of the power of compounding through a steady, patient approach. Investing doesn’t have to be complicated or expensive.

Sweeping changes don’t need to be made every day or every month for a portfolio to perform well over the long run. Instead, we focus on what we can control, which is our reactions to market swings, coaching healthy financial habits, keeping fees low, and tracking towards your goals. In the end what matters is you’re able to live the life you want, free of financial concerns. If we’re able to achieve that, we’ve achieved our desired rate of return.

Not sure if you're maximizing your employee benefits? We'll take a look for you.