The Long Game
Planning, implementation and investment management that adapts with you.
Best forDelegation + ongoing supportMeetings2–4 per yearPricing1% AUM + investment costs
PROCESS & PRICING
Two ways to work together.
Choose ongoing partnership or a focused one-time plan.
The Playbook
A focused engagement that organizes your financial life and delivers a clear course of action.
Best forDIY implementationRelationshipProject-basedPricingStarting at $2,500
Additional planning fees may apply when we advise on substantial assets we cannot directly manage, including certain employer-sponsored plans.
THE CLIENT EXPERIENCE
Built to create clarity quickly.
Getting to know you
Are we a good fit?
Vision & values
What matters most—and why?
Getting organized
What do you own, owe and need to decide?
Recommendations
What should happen, when and how?
Implementation
We turn decisions into action.
COMPREHENSIVE PLANNING
One plan. Every moving part.
01Cash flow02Investments03Retirement04Tax planning05Insurance06Estate coordination07Education08Major decisions
Explore the services →Not sure which path fits?
That is what the introductory call is for.
Talk with Michael ↗