Most people love making money and love spending it, but love to avoid talking about it. Whether it be saving towards a specific goal or just getting a handle on all of your expenses, I’m here to help and get the conversation started. Let’s talk.
COMPREHENSIVE PLANNING RELATIONSHIP
You worked hard to earn your money and I will customize an investment plan that incorporates your goals, risk appetite, and time horizons. Every dollar invested should have purpose; it is our job to identify it. The core principals behind Eagle Grove's investment management are:
Need a teammate to help define and reach your goals? This is an ongoing relationship similar to your gym membership but instead of physical fitness, its financial fitness. I am here to offer unlimited email support and meet with you a few times throughout the year to make sure you are on track to meet your goals. This plan also includes:
Not ready to work with me on an ongoing basis? Have only 1 or 2 questions you want to discuss? A quick start one-time engagement might suit you. Here are some questions that might be on your mind that I can help work through:
- Disciplined approach
- Low portfolio expenses
- Access to our technology platform
- Check-ins to keep you on track and hold you accountable
- Introductions to trusted professionals that help you execute your plan
- Am I paying too much in taxes?
- Should I buy or rent?
- How much house can I afford?
- Do I have enough life insurance?
- Do I need a will?
- How do I allocate my 401k?
- How do I consolidate my credit card debt?
Investment management is offered as a separate service and starts at 0.95% for the first $500,000 with breakpoints after that. Unlike most advisors, there are no account minimums.
Initial planning fee is between $1,000 and $2,500 and then an ongoing monthly fee of $200 to $1,000 per month based on the complexity of the relationship.
This engagement is $250 per hour with a 2 hour minimum.