How We Charge For Our Services

Our Fee Based Arrangement

You are buying wisdom, experience, and the ability to navigate financial markets through economic changes

Non-Biased Recommendations

  • Quarterly Reviews at your convenience
  • Planning based on your entire financial picture
  • Concierge Service
  • Significant effort and time invested in getting you from where you are, to where you want to be
  • We listen to your worries and concerns, and develop custom strategies

Services

  • Cash flow and budgeting
  • Money management solutions
  • Portfolio x-ray
  • 401(k) analysis
  • Business and estate planning included
  • Access to resources outside our scope of planning: tax specialists, attorneys, and loan/debt specialists

Our Commission Based Arrangement

  • Planning is based on a single need
  • We are compensated only on solutions we implement for you
  • One meeting per year is included

Newsletters

  • Investing in Your Values

    Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 21,674.51 -0.35
Dow Jones Transportation 9,095.31 -0.62
Dow Jones Utilities 738.38 +0.54
Nasdaq Composite 6,216.53 -0.09
Nasdaq 100 5,790.91 -0.09
NYSE Composite 11,699.83 -0.11

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