Client Stories
Real examples of how we help clients—both in ongoing relationships and one-time planning engagements. Names and identifying details have been changed to protect confidentiality. Click Here to Check Out Our Client Case Studies
Full-Service Wealth Management
Ongoing investment management, advanced planning, and continuous guidance.
Financial Check-Up Case Studies
One-time, flat fee planning for when you just need a roadmap.
Not every client who comes to us is ready—or needs—to hire us for ongoing investment management. Sometimes, you simply want a second opinion, a clear action plan, and the confidence you’re making the right moves.
That’s where our Financial Check-Up service comes in. Over the course of two meetings (in-person or via Zoom), we review your full financial picture—income, savings, investments, insurance, and goals—and give you a personalized plan you can follow on your own.
Clients often tell us they thought their accounts were “too small” for a firm like ours. What they find is that we can work together for a one-time flat fee based on the complexity of their situation—and that the cost is often comparable to:
- A new smartphone
- A weekend getaway
- The last piece of furniture they bought
It’s a modest investment for clarity and confidence that can last for years.
Curious if this service is a fit for you?
Let’s schedule a quick 10-minute introductory call to see if a Financial Check-Up makes sense for your situation.
