We offer coaching services to individuals. We will work with you to determine an appropriate asset allocation based on your risk tolerance, financial situation and goal(s). We can assist you with the setup of your account and guide you through portfolio rebalancing on a quarterly, semi-annual, or annual basis. Our fees are billed at $225 per hour or we can work with you to establish a set fee-for-service. Please
contact us with questions or to set up a free consultation. We seek long term relationships, and that starts with getting to know each other.
