What’s this First Call all About?

Who: For those who want to outsource their financial plan and investment management to an unbiased professional in order to free up time and mental headspace for things that matter most.

What: A free, 30-minute Initial Consultation Call. There’s no need for you to prepare anything before this call to get to know each other.

When: You decide! You can schedule time on our online calendar that’s most convenient to you.

Where: Founder & Financial Planner Ben Smith will call you at your phone number provided.

Why: To discuss what’s important to you financially, how we could begin tackling your financial goals and what you can expect throughout the planning process. Ben will be prepared to answer any questions you may have – make them tough!

Pricing

As a fiduciary, fee-only financial planner, our pricing is simple and transparent. We do not have any account size minimums, nor do we “sell” products of any kind. Our clients compensate us for ongoing, unbiased and thoughtful advice.

Fee Structure

Clients with more than $1 million in investments under management:

Our annual fee ranges from 0.30% to 0.95% of assets under management (AUM) based on the table below.

Clients with less than $1 million in investments under management:

For folks with less than $1 million in investments, we have a flat quarterly retainer fee of $2,500 (and the table above does not apply).

We work with clients exclusively on an ongoing basis and do not offer hourly or project-based services.