Broker Check

Services & Pricing

<span data-contrast="auto">Financial Planning</span>

Financial Planning

We sit beside our clients to get to know them and what is most important to them. From there we help them craft a financial plan that supports their goals and aligns with their values. As your life changes, we will work together to update your plan and make the appropriate adjustments to keep you on track. Areas of focus include: 

  • Cashflow planning 
  • Tax planning 
  • Retirement planning 
  • Education planning 
  • Employee benefits planning 
  • Estate planning 
  • Insurance planning 

Initial planning fee: $1,000 - 5,000 based on complexity.

<span data-contrast="auto">Business planning</span>

Business planning

As a small business owner, sole proprietor or independent contractor you wear many hats. We will partner with you, serving as your personal CFO helping you manage cash flow, reduce taxes and create wealth. Areas of focus include: 

  • Entity analysis 
  • Retirement plan analysis 
  • Tax planning 
  • Cash flow planning 
  • Insurance analysis 

Initial planning fee: $1,000 - 5,000 based on complexity.

<span data-contrast="auto">Investment Management</span>

Investment Management

We offer investment management as a separate service from our financial planning services. We do not have account minimums. For savers with more than $300,000 of investments with us, comprehensive financial planning is included as part of our service model. Investment management includes: 

  • Building an investment strategy that matches your unique needs 
  • Rebalancing and tax-loss harvesting 
  • Risk evaluation to make sure your portfolio acts in the way you comfortable with

Investment Management Fees:

  • $0-250,000 1.25% 
  • $251,000-1MM 1% 
  • $1-3MM 0.75% 
  • $3MM+ 0.5% 
<span data-contrast="auto">The inFORM investment philosophy</span>

The inFORM investment philosophy

Your investments are the engine that propel your financial strategy. We believe that your time horizon, risk tolerance and tax situation dictate the right mix of investments for you. We believe that proper investing focuses on time in the market, not timing the market. Investing is for the long-term. Focusing on what we can control and cutting through the noise of what we can't, gives our clients the best chance of achieving long-term success.