WHAT WE DO
Our Services
Wealth Management
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A tailored investment strategy built around your goals
Regular, proactive meetings to keep your plan on track
Support across key areas like taxes, investments, generosity, estate planning, risk management, and everyday spending/saving decisions
Modern technology to help you see your progress and explore “what-if” scenarios
*Service levels scale with the size and complexity of your relationship with us—clients who invest more with us receive a deeper level of personalized support.
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Our Wealth Management service is for people who want more than personalized advice — they want a partner to help put that advice into action.
Unlike standalone financial planning, this service includes hands-on support in executing your plans, including thoughtful, research-driven investment management.
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Our fees are based on a percentage of the assets we manage, ranging from 0.5%–1.5%, with rates decreasing as your assets grow.
If you’re starting with a smaller balance and want planning support, we may charge an additional planning fee until your managed assets cover the time and value involved.
We don’t require an asset minimum. We prioritize finding clients who are needs and values aligned.
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In a world overflowing with information, many people struggle with the time, confidence, or expertise needed to consistently follow through on financial decisions.
This service provides the accountability, structure, and execution support to turn a well-designed financial plan into real progress.
Financial Planning
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Tailored advice and guidance to help you take control of your finances. Services can include:
Centralized wealth picture: See your full financial picture in one place.
Trusted guidance: Prioritize goals, get vetted solutions, and stay accountable.
Proactive strategy: Advice that adapts as your life and opportunities change.
Note: We provide direction—you’ll handle the execution.
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Ideal for individuals who are comfortable effectively implementing received advice or those just starting their financial journey. Our flexible approach meets you where you are today, builds a foundation, and provides personalized guidance to help you grow your wealth long-term.
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Typically involves a fixed monthly fee based on your needs and financial complexity. Starts for as little as $55/mo for technology-driven support.
We tailor your plan so you pay for exactly what you need. One-off sessions are available, but long-term planning delivers the most value.
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Even financially-savvy individuals often benefit from a specialist who keeps them on track, identifies opportunities, and helps build momentum toward their goals. Time is limited—our planning confidently delivers direction in key areas of your life without requiring your time and additional research.
Life Insurance
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A thorough needs and gap analysis to identify essential coverage. We want you to have the right amount of coverage - not too little and not too much.
We provide tailored recommendations and guide you through implementation from start to finish.
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Anyone who hasn’t reviewed their coverage in the past 12 months. Life changes fast, and insurance needs evolve just as quickly. Many people are underinsured, overinsured, or overpaying.
Sometimes, coverage options change and you can lower your costs or improve your coverage during a policy review.
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If you’re already a client, this review is always complimentary. For non-clients, we may need to charge a nominal fee to cover our time spent researching and presenting options.
Note - We may receive compensation when you implement one of our solutions and we’re always transparent about those details. All research fees are waived when our solutions are chosen.
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Insurance protects against catastrophic loss that could disrupt income, savings, or lead to excessive expenses.
Common use cases include: replacing lost income, replacing lost savings, paying off debt, covering long-term care, paying for education, covering needed life services, or to leaving a guaranteed tax-free legacy.
Regular reviews (at least every 12–24 months) ensure you have the right coverage, at the right price.
Not sure which service is right for you?
Schedule a call and we can review your unique situation and offer our recommendation. We’d be honored to meet you!
Small Business Support
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Tailored support such that can include:
Business strategy, coaching, and budgeting
Employee financial wellness programs
Retirement benefits consultation and plan management
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Small businesses and entrepreneurs within 50 miles of the Charlotte, NC area who are looking to strengthen their business foundation and invest in their team’s financial wellness.
Fun Fact - Businesses that prioritize strategic planning and invest in employee well-being often see higher productivity and better retention.
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Pricing is based on your business complexity, team composition, and unique needs. We would typically agree on a predictable monthly amount.
If we manage your retirement plan, those fees may cover additional services at no further cost.
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Owning a business means wearing many hats. Time is precious, and you want to focus on the activities that drive results and growth. If you don’t have a full-time CFO or retirement plan provider offering these supportive services, this is an affordable way to partner with an expert who can help retain talent, boost productivity, and keep your team focused on what matters most.