What It's Like to
Work with Us
Beyond the Stock Market. Building a Diversified Portfolio.
Are you looking to do more with your money beyond the traditional stocks and bonds? You’ve found the right place. We focus on crafting unique investment strategies that extend beyond the traditional stock market. We believe in creating income in your portfolio with alternative assets and real estate to create a more interesting, easy-to-understand and resilient portfolio.
Simplify your finances & gain clarity on your path forward.
We offer fee-based financial planning.
Our services are based on a holistic point of view to integrate your retirement savings, real estate, insurance, taxes and anything else you may own.
Hourly
For $275/hr., we can cover whatever topic you need.
You have questions about a specific situation and need advice on the best way to proceed.
You’re getting started financially and need direction on where to go.
You aren’t sure you want to commit to a long-term relationship with our firm, but want to see what it’s like working with us.
*notes and/or recording will be provided after our meeting.
Personalized Financial Strategy Session
$1500 In-depth analysis of your situation.
Comprehensive Financial Analysis: We'll assess your current financial situation, and complete a net worth and retirement projection.
Goal Setting: Together, we'll define clear financial goals that align with your lifestyle and aspirations.
Personalized Recommendations: Based on your needs, we'll provide tailored advice on saving, investing, insurance, and more.
Implementation Support: We'll guide you through the process of implementing your financial plan.
Ongoing Support: Even after your initial session, you’ll have access to us via email/text/phone to help with implementation for 2 months from our start date.
Long-Term Management
We charge a percentage of assets under our management. This is good for someone that needs:
Someone to brainstorm investment ideas on your behalf.
Consistent management and analysis of your accounts and goals.
Quarterly check-ins and reviews of your entire financial life (this includes - stock market investments, real estate, debt, insurance and business management).
Someone available anytime you have questions or life events.
*Percentage starts at 1% a year and goes down based on your assets.
Listen to hear more.
Get to know Michelle, her strategies, philosophy and investment ideas on The Unconventional Investor Podcast.