Whether you’ve worked with a financial planner, an investment adviser or brokerage before, managed everything on your own, or this is the first time you’ve had an interest in investing, I am ready to help you.
Financial Planning is offered in conjuction with investment management. At this time, Evolution Financial is no longer offering one-time or hourly financial planning engagements.
A complimentary 15-30 minute meeting to learn about what you are looking for and how I can help.
We’ll start to explore what’s really important in your life and how your finances have or haven’t supported you on your path.
Based on information you’ve provided, we’ll define your goals and begin creating a financial plan that supports your life’s passions.
I will present your plan covering risk management, investments, taxes, retirement, estate planning and any other specific goals we’ve discussed.
Financial planning becomes even more valuable over time, as we deepen our relationship and I can become that true thinking and strategizing partner in your life. I will support you as you implement your plan and we continue working together throughout the following years.
Once we have your financial plan together, I will have more understanding of your risk tolerance, your goals and your timeline for reaching them, and a better idea of your tax situation. This information helps me determine how to invest your money in a tax-efficient manner.
Fee-only. No commissions. Transparent pricing.
$0 – $1,000,000: 1.00%
$1,000,000.01 – $2,000,000: 0.85%
$2,000,000.01 – $5,000,000: 0.65%
$5,000,000.01 and above: 0.40%
Annual fees are based on Assets Under Management and are subject to a $5,000 minimum annual fee ($1,250/quarter)
