Our most valued clients enjoy ongoing account management with comprehensive financial planning. We are also able to offer ongoing financial planning services without account management on a subscription basis.
It would be our pleasure to provide you with a customized, complimentary estimate of your fee. In order to provide this, we ask you to complete our Triple D© Form where you can upload Documents through our secure server, share some Demographics, and tell us your top three Desires that express your most important financial goals. Send only those documents that apply to your situation. We will review and respond within two business days, providing you with an estimate and a contract to consider.
Submit Your Triple D © Form
Please complete this form about your Demographics and Desires. It should only take you a few minutes.
Ongoing account management with comprehensive financial planning:
Quarterly fees from managed accounts are based on a negotiated percentage of the total assets managed directly or under advisement.
Ongoing financial planning services without account management through our subscription offering:
Monthly retainers range from $99/month to $449/month based on complexity and client service demand. Contract minimum term is 1 year.