top of page
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

Five Pillars of Financial Planning

Flat Fee Financial Model
vs Industry Average

flat fee financial fee schedule
FLAT FEE FINANCIAL MODEL

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

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

bottom of page