Foundation

While we believe everyone benefits from financial planning, we recognize that not everyone needs a comprehensive plan. That's why we created the Foundation program.

Here's what it includes:

  • A 60-minute goal-setting call
  • A written summary of the call with recommendations
  • A risk assessment to gauge your tolerance for investment risk 
  • An Investment Policy Statement (IPS), which is a roadmap for how you allocate your investments
  • A written to-do list detailing what steps you need to take in order to implement our recommendations

Here's what it costs:

  • $800, payable in two installments
    • $400 up front
    • $400 upon completion of the program