ONGOING ADVICE

Ongoing Advice is a continuous partnership with a trusted advisor, offering proactive guidance and regular check-ins to help you stay aligned with your financial goals. It's ideal for those who want expert support through life's changes.

What is Ongoing Advice?

This is our full-service financial planning relationship designed to grow with you. You will receive continuous access to your advisor, a personalized financial website to track your goals and progress, and proactive guidance through life's financial decisions. It's everything you'd expect from hiring a dedicated financial advisor, delivered with the independence and care of a boutique firm. This may include, but is not limited to:

Goal Setting and Prioritization – We work with you to define and prioritize your financial goals, whether it’s saving for retirement, buying a home, planning for children’s education, or expanding your business.
Budgeting and Cash Flow Management – Helping you manage spending, maximize savings, and ensure efficient use of resources.
Retirement Planning – Making sure you’re on track for a comfortable retirement, no matter where you are on your journey.
Tax Strategy – Integrating tax-efficient strategies to help you save more and keep more of what you earn.
Estate and Legacy Planning – Preparing your assets to benefit future generations or charitable causes according to your wishes.

Our Pricing

Here's how the advisory fee is structured based on your total assets under management:

$0-$999,999: 1%
$1,000,000-$1,999,999: 0.85%
$2,000,000-$4,999,999: 0.60%
$5,000,000: 0.35%

Monthly Deduction for Convenience

You won't need to worry about out-of-pocket payments. These fees are deducted directly from your investment account on a monthly basis, making it easy and convenient.

Ready to Get Started?

If you're confident that Ongoing Advice is the right fit, let's move forward. Click the button below to schedule your consult and start getting expert guidance when you need it most.

Schedule

FEELING NON-COMMITTAL?

Not looking for an ongoing relationship? Check out our Advice On Demand service — perfect for getting expert guidance when you need it, without the long-term commitment.

check out Advice On Demand