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Forming Long Range Perspectives

We help you clarify your goals and create plans crafted and coordinated to your needs, dreams and financial situation. Our fee-for-advice solutions let you decide how we help.

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How Our Services Can Help

Simplify the Complexity of Your Finances

Reaching your financial goals requires a clear vision of your desired future and a deep understanding of the path to get there. We help you clarify your destination and define your journey to financial freedom, helping you understand complex financial matters and specific concerns so you gain the awareness and peace of mind to truly thrive.

Designing an Intentional Approach to Life and Finance

In life, and in finance, how you get things done is important. Our financial planning process provides clarity around how you work with and think about money. With a detailed and documented process, we work to simplify your journey to financial independence and help you discover financial freedom.

First, are we a fit for planning together?

Let’s have a brief call to get to know each other. If we’re compatible, that’s great! We offer a complimentary, no-obligation consultation to help you make an informed decision about working with us. If it’s not the right match, we’ll gladly refer you to someone who might be.

Our work starts with baseline financial planning, which is the process of designing a comprehensive financial plan based on your current financial situation, values and goals. It serves as a financial overview and lays the foundation for implementing your plan

This phase typically takes four – six months, but we’ll move at your pace, taking as much time as you need. Once we complete this initial phase, we transition into ongoing care. Below is a template for the baseline financial planning meetings we’ll have, which we’ll adjust according to your specific needs.

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Step One

Aligning actions with goals
 It's not just about the money—it's about you, your desired future, and how we'll work together to make it a reality.
We’ll continue with conversations to deepen our understanding of what is important to you, refining and clarifying your vision of an ideal life. This process is forward-looking, spanning your goals from the next few months to the years ahead. While we won’t be focusing on the numbers in this meeting, we’ll revisit the systems you were introduced to during onboarding, ensuring you’re well-prepared for the planning ahead.

Step Two

Organizing the Details
To gain a complete understanding of your financial situation and potential, organization is key.
We’ll organize your financial assets and align your income, insurance and estate plans into a clear overview, so you fully understand your accounts and their purpose. By thoroughly evaluating your financial situation, we’ll make everything clearer and more manageable, preparing you for the next steps in your financial journey.

Step Three

Obstacles & Opportunities
 This next meeting is where your plan truly begins to take shape.
Using our planning framework, we’ll work together to align your goals with your financial situation, addressing any inconsistencies. We’ll assess cash flow, income, and assets to help you manage obligations, seize opportunities, and move toward financial well-being and independence.

Step Four

Plan Presentation
A vista point, and new perspectives of financial freedom and independence.
We’ll present detailed recommendations and insights tailored to your unique situation. You’ll be guided on the immediate steps to take and how to prioritize your next actions, ensuring everything aligns with your values. We’ll help you understand how your financial plan supports your desired future. This includes offering fresh perspectives on your financial situation, investment potential, and planning opportunities that you might not have previously considered.

Ongoing Care

The longer we work together, the better we understand your finances and can guide you through life’s decisions with greater effectiveness. Implementing your plan and gaining confidence in your decisions can be challenging, as change often takes time. Since our habits play a significant role in our financial well-being, ongoing financial planning is beneficial for making lasting, positive changes.

Investment Management Meets Financial Planning

Investment management and financial planning complement each other, creating greater value together than either discipline alone. Our goal is to help you achieve the life you envision by aligning your investments with your overall financial plan.

Investment Management Meets Financial Planning

Investment management and financial planning complement each other, creating greater value together than either discipline alone. Our goal is to help you achieve the life you envision by aligning your investments with your overall financial plan.

Comprehensive Wealth Management Pricing

Our goal is to be as transparent as possible, so we keep it simple.

Your fee starts with a minimum annual flat fee based on the complexity or your situation. This fee increases based on the value of the investment accounts we manage for you (assets under management). The fee can be paid monthly or quarterly, deducted from your invested accounts, or a combination of both.

*All financial planning and wealth management engagements are priced annually and account for the complexities of your unique situation.

  • Starting at $5,400* for individuals.
  • Starting at $7,200* for couples.
  • Includes the full suite of services, from Baseline Financial Planning, Ongoing Care and Investment Management.
Assets Under Management Fee
$0 – $1mil
1.05%
$1mil – $4mil
0.50%
$4M+
0.25%

You Making Your Life Remarkable

Familiar with more than just the lifestyles, interests, and values of our remarkable Alaskan neighbors, we help Alaska public, municipal and university employees, retirees and their families understand, coordinate and maximize their State benefits and investment contributions. Addressing common concerns, we instill confidence in your decisions around supplemental investments, PERS/TRS and Social Security benefits, life and disability coverage, long term care solutions, survivor benefits, and Medicare and healthcare benefit coordination.

Ensuring you’re prepared to receive income and weather any market environment, we help you navigate your life changing transition to retirement, together, determining how much guaranteed income you need and managing the volatility of your defined contribution plan during your retirement.

Supporting all Alaskans including those assisting spouses, caring for aging parents or helping children reach their full potential, we’ll work together to plan your finances, help you discover financial independence and make your life truly remarkable.

Learn More About Maximizing State of Alaska Benefits or Schedule a Complimentary Call.

You Making Your Life Remarkable

Familiar with more than just the lifestyles, interests, and values of our remarkable Alaskan neighbors, we help Alaska public, municipal and university employees, retirees and their families understand, coordinate and maximize their State benefits and investment contributions. Addressing common concerns, we instill confidence in your decisions around supplemental investments, PERS/TRS and Social Security benefits, life and disability coverage, long term care solutions, survivor benefits, and Medicare and healthcare benefit coordination.

Ensuring you’re prepared to receive income and weather any market environment, we help you navigate your life changing transition to retirement, together, determining how much guaranteed income you need and managing the volatility of your defined contribution plan during your retirement.

Supporting all Alaskans including those assisting spouses, caring for aging parents or helping children reach their full potential, we’ll work together to plan your finances, help you discover financial independence and make your life truly remarkable.

Learn More About Maximizing State of Alaska Benefits or Schedule a Complimentary Call.