Our experience in financial services gives us a broad background in personal finance issues, and we are able to work on almost anything related to personal finance. Most of our clients are looking for Ongoing Wealth Management relationships, as we are at our most effective working as your partner, coach, and co-pilot – we can be as involved in your finances as you want us to be, while keeping you in the driver’s seat. We’re extremely flexible, and happy to build a plan that fits your needs, within your budget.
As a Certified B Corp, one of our missions is to increase access to financial services for those who need them. These services are included for all our wealth management clients at no additional cost, but we have gone a step further and made our services available to everyone who needs them, on a sliding fee scale based on your ability to pay so that we can work on whatever problem brought you to us without having to sell you products or services you don’t want or need. This option is typically best for clients who need our services for a single engagement, or to solve a limited set of issues that don’t require a financial product to solve, just our advice. Services include:
Budgeting • Cash Flow • Debt • Credit • College Funding • Student Loans• Home buying • Marriage & Divorce • Retirement • Insurance • Investment Strategy• Estate Planning • LGBTQIA+ Issues • And more.
Take control of your financial life through our secure, integrated technology suite
We’re committed to being a “no-minimum” firm, so we’ve developed this fee schedule to enable us to cover our overhead while still helping those who need our assistance, and because we never want you to feel like we have to sell a product to get paid. We view financial products as potential solutions to whatever brings you in the door. If a financial product is a suitable solution for your needs, and we earn a commission as a result of our work together, our fee is waived. We also have no minimums on our investment work, and this can, depending on the size of your accounts with us, waive our fee as well. We are always happy to discuss this further and answer any questions, so just click the link on the bottom right corner of this page to schedule an appointment.
Income Hourly Fee*
$ 45,000 $ 75.00
$ 60,000 $ 100.00
$ 100,000 $ 125.00
(*Note: We reserve the right to determine the length of the hour. All hours start at 60 minutes, but we adopt Einstein’s’ theory that time is relative and some hours can actually be longer than others)
Budgeting & Cash Flow, strategies to save, pay off debt efficiently, and set SMART goals that you can achieve.
We also function as “Financial Quarterbacks”, working with the rest of your team: Accountants, Attorneys, and other professionals.
Plan your transition from making money and saving to taking income from your investments. Which accounts do you draw from and in which order? How do Social Security, Medicare, and your retirement plan fit together? We put the pieces in place before you retire and prepare you for what’s coming.
When you are gone, what do you want your money to mean? What impact do you want it to have, and how do you want to be remembered? Future generations depend on the decisions we make today, and we can help you make the decisions that are right for you. No two people have the same answers to these questions, and we function as a guide through the process.
What causes do you want to support? How much good is your charitable donation doing? Are you getting tax advantages from your charitable donations and could they be done in a more efficient way? These are the questions we can answer together.
We invest in our clients so that they can invest with us. We want our clients to be fulfilled and happy, moving towards their goals with a support structure behind them. To support this, we’re always available to work on your resume, talk about your next career move, and be an outside, objective point of view to help you think through big decisions.
Whether considering taking out student loans, or paying back your loans, we can help understand and optimize your student loans. Are you on the right Repayment Plan? Do you qualify for Student Loan Forgiveness? Paying more than the minimum payment on your loans but the balance isn’t going down? We can help.
Are you properly insured? How does your insurance package fit your overall financial life? We’ll review your insurance policies to see if your protection is appropriate and meeting your needs. Especially important if you don’t understand what you own.
Health Care Planning
An important subset of protection planning, Long Term Health Care is one of the biggest risks to any retirement plan. Whether you’re going to self-insure, you own insurance that you’re not sure is working for you, or you want to explore your options, we can help.
We are very proud of the holistic nature of our work, and have created a Cadre of Allied Professionals* in order to fully meet our mantra of “Empowering Financial Wellness.” We are driven to make sure our clients and their families have their entire financial houses in order, and have discovered that we need to have a group of ‘experts’ to turn to for the “heavy lifting!”
Want to Learn More?
Let’s get together, either in person or virtually.
* Common Interests, Max Mintz, Robert Goellner, Vanderbilt Securities LLC, Vanderbilt Advisory Services or any employee, officer, or director are not responsible for any actions or inaction taken or not taken by any member of the “Cadre of Allied Professionals” (“CAP”); and no person or entity listed herein receives any hard dollars or soft dollars from persons or entities that are part of the Common Interest “CAP” and/or any person employed by any entity in the CAP