Fully provides ongoing financial planning and investment management for a transparent, asset-based fee.
Our advisory fee is all-inclusive, so you can have confidence in every area of your financial life.
As a fee-only financial planning firm, we are paid exclusively and directly by our clients. We don't sell products or accept any type of commission or kickbacks.
Your personal CFO and trusted CFP® professional
Tailored investment strategy and tax-efficient portfolio design
Ongoing investment portfolio monitoring and management
Dynamic portfolio rebalancing
Strategic tax-loss and tax-gain harvesting
24/7 access to portfolio performance reporting
Personalized values- and goals-based planning
Retirement planning and income distribution strategies
Social Security analysis and strategies
Cash flow management
Debt structuring and prioritization
Cash management strategies for emergency fund and short-term goals planning
Integrated tax planning and lifetime tax minimization strategies
Tax return review and analysis
Thorough insurance review and recommendations to properly protect your net worth
Employee benefits and healthcare analysis
Equity and exec comp review and analysis
Education planning and funding strategies
Estate planning guidance and beneficiary review
Concierge advisory services, such as collaborating with your tax accountant and estate attorney
On-demand financial advice — there's no cap on emails, phone calls, or meetings with our team
Ongoing financial plan monitoring and adjustments
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