What’s this First Call all About?

Who: For those who want to outsource their financial plan and investment management to an unbiased professional in order to free up time and mental headspace for things that matter most. While we don’t have any account-size minimums, our clients are generally high earners and/or diligent savers. Most folks we work with have a household income over $250,000 per year or have saved over $750,000 in their investment portfolio.

What: A free, 30-minute Initial Consultation Call. There’s no need for you to prepare anything before this call to get to know each other.

When: You decide! You can schedule time on our online calendar that’s most convenient to you.

Where: Founder & Financial Planner Ben Smith will call you at your phone number provided.

Why: To discuss what’s important to you financially, how we could begin tackling your financial goals and what you can expect throughout the planning process. Ben will be prepared to answer any questions you may have – make them tough!

Pricing

As a fiduciary, fee-only financial planner, our pricing is simple and transparent. We do not have any account size minimums, nor do we “sell” products of any kind. Our clients compensate us for ongoing, unbiased and thoughtful advice.

Fee Structure

Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM). The fee includes both comprehensive financial planning and investment management services.

We don’t have any account size minimums, but our clients generally have at least $750,000 in assets under management.

We work with clients exclusively on an ongoing basis and do not offer hourly or project-based services.