01

Co-De[fi]ned Wealth Management

Our full-service experience is inclusive of ongoing financial asset management and a wide array of planning services designed to assist in making Financial, Estate and Retirement decisions. Clients receive real-time 24/7 access to our proprietary my[fi] planning tools which allows access to all aspects of the wealth management experience.

Other concierge services include: Conducting ultra-high net-worth family meetings, insurance risk assessment; assisting in the due diligence of placing bank and mortgage debt instruments.

Fees are traditionally billed quarterly to accounts based on Assets Under Management (AUM). Clients also have the option to pay wealth management fees based on a preset charge and not assessed against account values.

02

Working to Financial Independence 

For working professionals and business owners who don’t have a lot of liquid assets, we offer ongoing planning services to help you establish and maintain your individual plan. We start by creating your Defined Independence Plan™ (described below). After we define the plan, you’ll track your progress and performance on a quarterly or semiannual basis inside of our proprietary my[fi] technology for as long as you’re a client.

Initial fees are quoted based on one year of service, with 50% due upfront and balance over next 6 months. Fees for ongoing service beyond first year is subject to negotiation.

03

The De[fi]ned Independence Plan™

Even if you or someone else manages your assets, we can help you define an initial plan. We start with a Discovery Meeting, Risk Compatibility and Blind Spot assessment. No matter how you feel about your finances, our work focuses on improving your life in the future. We make recommendations on the allocation of your financial assets that are consistent with your goals and risk tolerance. Your comprehensive plan will be customized to fit your financial, retirement, and estate planning dreams and desires. After we define the plan, you can track the progress on an on-demand basis inside of our proprietary my[fi] portal, in addition to our more detailed quarterly or semi-annual meetings. Access to my[fi] tools will persist for at least one year.