facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Simple Offerings To Match You And Your Needs


Financial Planning & Investment Management

$6,500 Flat Fee Per Year

(Ongoing Service with Unlimited Access)

When we say comprehensive, we MEAN comprehensive. In addition to managing your portfolio, you get unlimited access to your advisor to discuss everything related to your finances. We will build you a plan and help you implement it then repeat the process as your life changes and new concerns arise.

With this service, you can expect advice about:

Income, Expenses, and Savings

Current Financial State

Charitable Giving

Education Funding

“What if” Scenarios

All of your investments

Legacy planning

So Much more...



How Does it Work?


A la Carte Plan

$2000-$6000 One-Time Fee

(One-Time Service with 2 Meetings)

The a la carte plan is a great option for those of you who just want a one-time check-up of your financial situation.

You will receive a digital copy of your financial report that includes several recommendations to bring you closer to your desired outcomes. We’ll check-in with you about six weeks after we provide your plan to see if you need any help putting the recommendations into action. Finally, you’ll also get to keep your AnthroFi Dashboard indefinitely going forward.

Fees:

One-time fee ranging from $2,000-$6,000 depending on complexity

How Does it Work?


Call us to schedule a meeting to discuss if you need any additional services as we may be able to accommodate.

Schedule a Meeting