Solutions

• Financial assessment of all major areas of your finances
• Initial strategy sessions focus on top priorities needing immediate attention
• Face-to-face, meetings done virtually or at your place of business or home if you live in South Central Alaska
• Ongoing planning with quarterly client communications
• Ongoing access to me anytime via email, phone, or meeting as requested. Life happens and you do not have to wait until a regularly scheduled time to reach me
• Full financial collaboration with your other partners including insurance brokers, attorneys and CPAs when needed
• You manage your investments with the advice we provide

• Includes Comprehensive Financial Planning*
• Independent & Fee Only Investment Selections
• Custom Portfolios built around your outside investments, your goals, and your risk tolerance.
• Quarterly Portfolio Review & Rebalancing
• Tax Loss Harvesting
• Annualized fees for investment management services are based on the following fee schedule.
  
• * Account minimums may apply and are negotiable.

View Fee Schedule

• One FREE phone or video call to discuss the scope of your engagement.
• I will provide you an estimate & quote for the engagement.
• After receiving the information needed, I will do the analysis and make recommendations.
• We will meet to go through the analysis and recommendations.
• Follow-up email detailing what was discussed, different options, recommendations and your next steps.
• Topics include:
• Debt Repayment​
• Home buying
• Education savings
• Cash flow/budgeting
• Student loans
• Portfolio rebalancing
• "Can I get a second opinion on...?"
• "How does this...affect my taxes?"