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Let’s Navigate Life’s Changes Together
Our Foundational level of service is ideal for anyone beginning their financial journey or individuals who may not need ongoing Financial Planning, but assistance at specific points in their lives. This service level is designed to be flexible and accessible, with additional Financial Planning support available at an hourly rate ranging from $150 to $400 per hour.
Investment Management
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Pre-set, risk-based portfolio design and management
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Set up and transfer of investment accounts
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Daily monitoring of investment portfolios
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Quarterly performance review and reporting
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Account servicing for seamless management
Tax Support
Access to FLA CPA referral network for tax planning and preparation services, as requested.
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