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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

  • Pre-set, risk-based portfolio design and management

  • Set up and transfer of investment accounts

  • Daily monitoring of investment portfolios

  • Quarterly performance review and reporting

  • Account servicing for seamless management

Tax Support

Access to FLA CPA referral network for tax planning and preparation services, as requested.

Additional Services offered at an hourly rate

  • Financial Planning

  • Tax Planning and Projections

  • Estate Planning Assessment

  • Insurance Assessment

  • Consultation on life milestones or life events

  • Consultation on employment opportunities

Our Advisors are here to assist you efficiently and effectively.

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Foundational Management

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