We tailor our compensation to your particular needs and goals. Our fee arrangements range from either flat fee-based planning, or to commissions of products that are purchased when implementing a proposed plan, as well as a fee based upon a percentage of assets under management. Your particular fee arrangement will be dependent upon your values and goals you wish us to help you achieve.

We Specialize in Helping Clients That Desire the Following:

• Need help navigating through the confusion of the financial world we live in today

• Desire a Trusted Advisor relationship with a Certified Financial Planner©

• Want to delegate the review and monitoring of their financial life so more time can be focused on significant, meaningful and important activities that can not be delegated (health, family, faith, fun)

• Enjoy the simplicity and peace-of-mind that comes from having all investment assets with one Trusted Advisor

• Like sharing the values-based financial planning experience with other people they know

For many clients, our fee-based asset management services provide the ideal opportunity to invest in the markets with the added value of professional expertise. As an asset management client, you benefit from professional management and supervision, which is backed by experience and research. Our services for asset management portfolios include assessing your financial situation, including objectives, time horizon and risk tolerance; determining an appropriate asset allocation mix; selecting money managers; actively managing your portfolio; and providing you with comprehensive, easy-to-read reports to monitor portfolio progress.