Three ways to get more from your money...

Financial planning & on-call advice throughout the year

Get ongoing, expert help with your finances, from managing student debt to preparing for a new home to getting the most out of your self-employment income. We charge an annual fee (estimated 1% of income) for which our clients get an extensive, in-person planning process; an interactive online plan; a 6-month advisor check up; and an advisor available by phone or email to answer your questions when they come up.

Investment Management

Get in-depth planning and professional investment management for 1% to 1.25% per year. This fee includes all the ongoing financial advice you need, whenever you need it. And we perform regular updates to your financial plan so that we can keep your investment strategy on course.

Moving Abroad

More and more Americans dream of moving to Europe, whether for retirement, work, or a better quality of life. If you are wondering how a move would impact your finances, talk to us. We can help you evaluate your financial options and costs in Europe.