We specialize in helping first and second-generation high income-earners navigate the wealth-creation journey. As our clients are often navigating wealth issues and challenges for the first time, our process is designed to educate and inform while we build recommendations in partnership with you. We always want your help in developing the plan that suits you!
Our planning process covers
Cash Flow and Budgeting
Tax Optimization
Employee Benefits and Equity Compensation
Investment Management
Insurance and Risk Management
Student Loan Strategy and Consumer Debt Reduction
Estate Planning Considerations
Our pACKAGES
We start all client relationships with a 90-day engagement, where we form the foundation for our recommendations, and give you the opportunity to see if we're a good long-term fit for your planning needs. See details of the 90 day engagement HERE.
For those who choose to continue beyond 90 days, we offer two service models:
Investment Management
1% fee for invested assets up to $1 million ($250,000 minimum)
Fee Based planning
Singles ($5,000/year), Couples ($6,000/year) and business owners (priced based on complexity of need).
How We Determined Our Prices:
While we serve clients of all backgrounds, many of our households come to us desiring to work with a minority advisor. When setting our fees, we wanted to acknowledge this desire, while also ensuring our prices are cost-effective relative to our friends in the industry. To that end, we have curated a list of financial professionals and their respective minimum rates for financial engagements. To keep the cost of our services in line with those of comparable professionals, we've compiled the fee(s) for 50 fee-based or fee-only advisors, 25 of whom are credentialed Black and Latiné advisors. We also recognize that we will not be a fit for all situations, and in such cases, the list can serve as a reference point for families in search of an advisor who best fits their needs.
