Create a financial plan in two steps, Financial planning starts at $1,500

Step 1: Select the package that is most suitable for you.

 *Based on normal complexity

*Based on normal complexity

Step 2: Decide who will manage your investments

Many feel comfortable handling the many aspects of personal finance on their own, including managing their investments. These individuals might appreciate rebalancing their portfolio on any given day. If you’re one of these people, keep on keeping on – it’s great to be able to keep an eye on your own finances while also enjoying it.

However, if you’re not into managing finances – be it because you’re just not the type who finds it interesting, or you’re too busy to deal with the many complexities – that’s okay. Meaning, we can manage your assets so that they are inline with your personal financial plan.

Having us manage your assets is a good option when you:

  • Want to build a diversified, low-cost investment portfolio

  • Want to avoid emotional or impulsive investment decisions

  • Feel uncomfortable managing investments yourself

  • Demand simple, transparent, and fair management fees

  • Want to coordinate your financial plan with your investments

  • Prefer to delegate investment management instead of handling it yourself