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01 Getting to know you
Your past experiences shape your relationship with money. We'll deep dive into your concerns, goals, and questions about money in order to create a personalized plan.
Common questions people ask:
"When can I retire?"
"Am I saving enough?"
"Are my investments appropriate?"
"Should I buy a house?"
"Can I pay less taxes?"
"What should I do with my equity?"
Fees start at $10,000 per year
The fee is based on your “assets under management” (accounts that we invest on your behalf), subject to the annual minimum. Comprehensive financial planning and investment management are included in the fee. We are fee-only fiduciaries which means we never sell products, do not receive commissions and always place your best interests first. Fees differ depending on the custodian/outside manager used. Fees may be reduced at the advisor's discretion based on individual circumstances.
Betterment
Assets Under
Management
Geowealth
$0 - $2,500,000 0.90% 1.00%
$2,500,001 - $10,000,000 0.75% 0.85%
$10,000,001 + Negotiable Negotiable
Services
Ongoing support and guidance - Never make financial decisions alone.
✓ Dedicated Advisor
✓ No Account Minimums
✓ Fee-only Planning
✓ Fiduciary Advice
✓ Personal and Responsive
Right Capital Financial Plan
Cash needs review
Budget planning
Estate planning guidance
Insurance review
Debt paydown planning
College savings planning
Employee benefit guidance
Tax return review
Investment Recommendations
Tax planning
Coordination with CPAs/Tax preparers
Self-employed retirement plans
Distribution planning for retirees
Equity compensation planning
Charitable gift and DAF planning
Investment Management
What's Included
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Investment Management
Ongoing monitoring and rebalancing is important to keep your investments on target. Investment management frees you to focus on what matters most.
Investment management includes:
✓ Ongoing monitoring and periodic rebalancing
✓ Low cost, diversified ETF portfolios
✓ Tax-efficient trading and Tax Loss Harvesting (TLH)
✓ Reduce concentrated positions and diversify risk
✓ Account consolidation
Hi, I’m Heather 👋
Founder, Lead Planner
I started this firm to help families like yours take the stress out of managing finances so you can focus on what matters most—your family, your happiness, and your goals.
I love to get to know new people, and planning allows me to get to know you and craft a tailored strategy that caters to your individual values.
If you're searching for a small office with a planner who genuinely wants to get to know you by your first name - you've found the right place.
