Bespoke Services, Tailored To You
No two financial journeys are the same.
That’s why our services are crafted to meet your unique needs and help you achieve your goals with confidence.
Whether you’re seeking ongoing wealth management, comprehensive financial planning, or guidance on a specific financial topic, we tailor services to the type of relationship and approach you prefer.
A True Partner In Your Financial Journey
Managing your financial life can be challenging—taxes, investing, legacy planning, and limited time or expertise are just the beginning.
We partner with each client to bring clarity, structure, and confidence to their financial journey, helping them move toward true financial independence.
Value and Cost?
Time, Freedom, Clarity, Peace of Mind.
We believe in being transparent about our pricing. Being based in Mishawaka, Indiana, allows us to operate with lower overhead than firms in larger metro areas, and we pass these savings directly on to our clients.
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Hourly Consultations: Starting at $150/hour
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Comprehensive Financial Plans: Starting at $3,000
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Ongoing Financial Planning: Starting at $6,000/year
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Investment Management: Typically, 1% of the assets we manage
These prices are adjusted to meet the needs of each client..