PERSONAL FINANCIAL PLANNING
Take control of your financial future!
Contact Us For An Initial Consultation
WHAT GIVES YOU FINANCIAL ANXIETY?
Unnecessary Complexity?
Uncertainty about retirement readiness or your estate plans?
Piece-meal, often conflicting advice?
Taxes?
We can help! We offer holistic Wealth Management services by bringing together financial planning with tax planning. Through our sister firm, Dublin Capital Management LLC, we offer Portfolio Management services to support your financial plans. We are independent fiduciaries, always putting our clients’ best interests first in the advice we give and the products we recommend. We will be your Personal CFO Team!
Retirement Planning
Portfolio Management
Family Risk Management
Education Planning
Legacy Planning
Tax Planning
WE ARE DIFFERENT
Taxes can be the number one drag on your future income and wealth. While most financial advisors explicitly state that they do not provide tax advice, we incorporate tax considerations into every aspect of your financial plan.
OUR ENGAGEMENT STRUCTURES AND FEES
One-time Financial Plan: Under this structure, we will charge an hourly rate or flat fee for our services. We will quote a total estimated cost up front which will be dependent upon the scope of your engagement. Under this structure, we will not provide specific investment recommendations, but we can provide recommended asset allocations. This structure is also good for families looking for an objective second opinion about their plans.
Personal CFO Engagement (Financial Planning + Investment Management): We offer professional investment management though our on-site sister firm, Dublin Capital Management LLC. Under the Personal CFO Engagement, we provide ongoing financial coaching, financial plan updates, investment management, and problem solving. For this engagement model, we will propose a combination of a one-time planning fee combined with an ongoing Assets Under Management (AUM) fee charged by Dublin Capital Management LLC*. The minimum assets under management required for this type of engagement is generally $500,000.
Note: Tax preparation fees are billed separately.