This plan is for anyone comfortable managing things on their own but is looking for financial peace of mind knowing they are on track to retire and have the right mix of investments for their stage of life and risk tolerance.

This a one-time engagement. You will receive a comprehensive financial plan powered by RightCapital showing your probability of success to retire when you desire and a portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth.

This service does not include specific investment recommendations. If investment recommendations are wanted, we can arrange an hourly fee based upon the complexity of your portfolio.

My fee as a Senior Wealth Advisor and Founder is $450 per hour. This is designed for individuals comfortable managing things on their own but want a smart plan to build their wealth more effectively, make the right decisions at their stage of life, and or know that their financial plan is solid.

Level 1- Approx. 5 hours - Wealth Decisions Plan

Level 2- Approx. 10 hours - Wealth Decisions Plan, Portfolio Analysis, and Investment Recommendations powered by Nitrogen Wealth.

Level 3- Approx 15-20 hours- Everything in Level 1 and 2 plus a Comprehensive Financial Plan powered by RightCapital.

This is the most common arrangement I have with clients. The advisory fee is based upon assets under management. Whatever level you fall into, is the fee you will be charged. No confusing tier-based schedule. The advisory fee covers ongoing financial planning, investment management, and important wealth decisions you will need to make over your financial life.

We use RightCapital to create our Financial Plans which includes an interactive portal, app and budgeting tools.

Learn more about what it looks like to hire me as your fiduciary financial advisor by clicking on the link below.