All services included in your annual fee.

Minimum of $1,500/yr fee until investable assets reach $200k, and then the following fee schedule is applied:

AUM Tiers
$200k - $1m ~~~.75%
$1m - $2m ~~~.6%
$2m - $5m ~~~.4%

Financial & Retirement Planning

We will build out comprehensive financial and retirement planning strategies utilizing industry-leading software based on your goals, intentions, and circumstances. Together we can look ahead to life after 'earning a paycheck' and prepare for this very special and meaningful time of life.

Stewardship Advising

Having worked in non-profits, churches, fundraising, philanthropy, and church stewardship training, I can offer advice, resources, and insight into the thoughtful stewardship alignment of your God-given resources and dreams.

Tax Planning & Advice

I work with an industry-leading software program to project forward present and future tax planning strategies using your tax returns and future changes that will help you reduce your tax burden.

Investment Management

I utilize cost-efficient, proven portfolio models that maximize market alignment of your investable assets based on your risk tolerance to diversify and grow your investments over time while keeping liquid assets available for present and near-term uses.

Budget Planning and Review

For those interested in budget development and accountability, I use a holistic approach that gives transparency and guidance to your annual budget planning process and a guided review to assess needed adjustments.

Medicare Insurance Planning

Having been a Medicare Specialist and served hundreds of clients, I can offer insight and guidance in choosing balanced and budget-friendly Medicare options upon reaching Medicare eligibility.