Solutions & Fees
How I help clients and how I am compensated
Every relationship starts with a comprehensive financial plan
Where are you now?
Getting Organized
Review cash flow
- Income & Expenses
Review net worth
- Assets and liabilities
Where are we going?
What do you want to do?
Financial independence
Happiness, fulfillment
What do you value?
Beyond financial goals, what do you truly want out of life?
Action Plan
The specific steps we need to take to achieve our goals.
Financial Plan
The big, long technical document no one ever reads.
Financial Planning Calendar
How we work together throughout the year to make adjustments and stay on track.
Graystone Advisor Fees
Clients know in advance what they are paying. If they rollover their 401k or sell company stock their fee doesn’t change. They appreciate the consistency and transparency.
Flat fee based on 1% of income and 0.5% of net worth.
1. This is the annual fee for Comprehensive Financial Planning and Investment Advisory Services combined.
2. Minimum $4,000 per quarter.
3. Asset management is included, but not required.
4. Fee only. No commissions.
5. No % of AUM.
I am the first person my clients contact
with any financial questions.