521 Capitola Avenue
What Can We Expect Working With You?
From a relationship standpoint, we want to know what's important to you before what's important to your money. Our conversations focus on learning and understanding what these things are. In some cases, you may not even know yet! After you've become a client, we will have regular ongoing meetings with you. For the first year, we'll meet with you on a quarterly basis. After the first year, we let our clients choose the pace. At a minimum we ask that you come in once a year or if you've had a change in your circumstances. We're flexible with meeting times and the meeting method. We can meet over the phone, via Skype, or however it's convenient for our clients. Our doors are always open and clients are always welcome to call and email us any time, or even just drop by to say hi.
Who Do You Work With?
We work with people who are looking for clarity, insight, and a long-term partnership.
How Are You Paid?
We are a fee-based firm vs. commission or fee-only. Almost all of our compensation is based on a percentage of assets under management. When consructing a financial plan, we bill at an hourly rate.
Do You Have An Investment Minimum?
Our clients generally have $250,000 or more of investable assets or the capacity, willingness and tenacity to save and build wealth.