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flat fee financial

Dream. Plan. Grow.

Financial Planner Serving Charlotte, NC

INVEST WISELY, MINIMIZE TAXES & PLAN AHEAD

What makes us different?

flat fee financial model
Simple Flat Fee Pricing
Fiduciary*
Tax Planning

*A person or organization that makes financial decisions on behalf of another party who is legally obligated to act in their clients best interest.

What we don't do:

what flat fee doesn't do
Push products
Hide fees
Ignore alternative investment

Who do we work with?

piggy bank

Age 50+ tax efficient investors

 

Dentists

 

Small Business Owners

 

Sudden Money (inheritance & gifts)

“We make a living by what we get, but we make a life by what we give.”
– Winston Churchill
growth chart

Our Holistic 3 Step Approach

1. CONSULTATION

Book your free consultation call to help us understand how we can assist you. If we are a good fit, then we can progress to step two; if not, we’ll be sure to refer you to someone who can help.

2. DATA & EXPERTISE

We gather your pertinent financial information, curate your personalized financial plan & present our findings. This gives you a snapshot of the value we offer to you & your family.

3. SLEEP ON IT

If we mutually agree that we are a good fit, we will begin the onboarding process of signing management agreements, opening accounts, and providing you with ongoing financial expertise & advice.

YOU'VE GOT QUESTIONS

How do I prepare my accounts to be tax efficient now and in retirement?

WE'VE GOT ANSWERS

Working With Your Financial Planner

  • After client sign on, we work closely to organize your financial life, invest your savings, and implement our financial recommendations.

  • We walk alongside you to ensure you’re on track to check off the immediate to-do list and track net worth, savings, investments and your other long-term goals.

  • We are always available to our clients as financial questions arise.

Five Pillars of Financial Planning

pillars image transparent background.png

Flat Fee Financial Planning
vs 1% Industry Average

flat fee financial fee schedule
FLAT FEE FINANCIAL PLANNING

FLAT FEE                                INVESTABLE ASSETS

$24,000/yr

$12,000/yr

$6,000/yr

$6,000/yr

$6,000/yr

$6,000,000 

$3,000,000

$1,500,000

$750,000

$375,000

1% INDUSTRY AVERAGE

INDUSTRY AVERAGE               INVESTABLE ASSETS

$60,000/yr

$30,000/yr

$15,000/yr

$7,500/yr

$3,750/yr

$6,000,000 

$3,000,000

$1,500,000

$750,000

$375,000

fee
Image by Markus Winkler

It all begins with a conversation

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