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.


INVESTMENT MANAGEMENT

COMPREHENSIVE PLANNING RELATIONSHIP

ONE-TIME ENGAGEMENT

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: 

  • Diversification 
  • Disciplined approach
  • Transparency 
  • Tax-efficiency
  • Low portfolio expenses 
  • Rebalancing 
  • 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.  

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.
— Paul Samuelson, economist and Nobel Prize receipt