Some questions, some answers

We don't limit who we will or wont work with, but we are most equipped to help small business owners and content creators who are ready and serious to create brighter days for themselves, their families, and their co-workers.

The only compensation we receive is directly from you. We charge an annual financial planning fee that is charged monthly, quarterly, or annually. This fee can be as little as $149 a month or as much as $600 a month depending on the services needed. Additionally we charge an investment management fee. This service is included, but as your assets under our management grow, the need for more complex investment strategies begins to exist. We start charging a fee of $2,000 annually for assets over $250,000, $3,000 for assets over $500,000, and $5,000 for assets over $1,000,000. A full break down can be found on our pricing page.

Our services include a range of financial areas such as:
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- Financial Planning
- Tax Planning
- Cash Flow Analysis
- Investment Management
- Debt Management
- Coaching
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In addition to the services above we also understand that there is no one size fits all, so we are flexible in offering other services that we are equipped to assist in. Some examples may be education planning, growing your small business, and even life decisions such as analyzing scenarios like accepting a new job, moving to a new state, buying a home, and much more.

We believe our unique approach to life planning and our eagerness to help you plan for your life and your business are our major advantageous over other advisors. Many other advisors have asset minimums and limit their services strictly to financial decisions. We got into this industry to help our clients create brighter days for themselves and their families and that extends much further than financial concerns. While personal finance encompasses the extreme majority of our services we want nothing more than to see you live brighter days, and thats why we're eager to help in any area we are equipped.

We partner with the best in class financial technology companies and because of this we needed a custodian that can match this technology. We decided to go with Altruist because they offer the tech needed to provide you with a great service while also keeping costs down for the advisors allowing us to pass that onto you, the client.