Services
Who better to help you navigate the back nine of life than someone who's walking that same path?
My own experiences in building a business, navigating a liquidity event and establishing a roadmap for finishing strong.
What I offer
Comprehensive wealth management services for individuals and families, including:
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax planning, including charitable giving
Risk Management
The One Under Wealth Management Process
Your situation is unique, so I will customize my solutions according to your specific needs.
Discovery Meeting
Proprietary process to identify values and goals
Recommendations Meeting
Present "Total Wealth Profile"
Review “2nd Opinion” of current strategy
Provide recommendations driven by values and goals
Implementation Meeting
Address questions
Plan revisions
Execute paperwork
45 Day Check-In
Address questions
Review “Client Portal”
Prioritize advanced planning objectives
Periodic Review Meeting
Review “Total Wealth Profile”
Update goals and review progress
Portfolio review to address any advanced planning needs
Engage other subject matter experts as needed
Investable Assets of $1 million or more
Fees and Minimums
Fees range from 1% to 0.30% of your assets under management, declining as the value of your assets rise.
I can provide the most value to clients with investable assets of $1 million or more, although I may make exceptions based on your unique circumstances.
FAQs
An ideal client of mine is an individual or couple who are seeking peace of mind with their financial lives. Rather than worry about the vagaries of the stock market, clients of mine want to delegate investment strategy to a qualified professional so they can focus on pursuing their passions.
It can take time to build a relationship, so we begin by meeting to discuss what’s important to you and what you want to accomplish. Based on that discovery process and a thorough review of your financial picture, I will develop a comprehensive financial plan for achieving your goals. Once we agree to work together, I will work with an expert team of attorneys, CPAs, etc. to execute the plan and will meet with you periodically to monitor progress.
My clients are primarily (but not exclusively) on the “back nine” of life. They are at or nearing retirement and have a vision for finishing well.
Evidence shows that the best way to achieve long-term investment success is through broad and deep diversification, while controlling costs and maintaining discipline through all cycles of market volatility.
Two factors influenced the name: Faith and Golf. First, my faith is the most important thing in my life, and I intend to honor God through my work. Just as our country is “one nation under God”, so I am one professional under God’s guidance. Second, the game of golf has many parallels to life and I am passionate about helping others finish well on the back nine of life.
