“Over the past 10 years working with Nate we have saved over $250,000 of personal income taxes.”
Nathan B., P.Eng.
“We sit down formally with Nate at least once a quarter to update our plans. The convenience of having
someone you trust to simply ask, ‘where do I sign?’ is unparalleled.”
- Dr. Alan and Susanne O.
“Having worked with a traditional financial planner for decades, it really was a shock to discover what
we were missing.”
- Audrianna D., Philanthropist
“Nate is my first resource for all finance and business related questions. It’s extremely helpful to know
you can depend on sophisticated and timely responses as needed.”
- Chris E., Business Owner
How We Do It.
GOAL ASSESSMENT: Want to retire early? Start a charity? Buy a private jet?
You tell us what you want in life.
We assess the financial actuals.
Investment accounts. Real Estate. Debts. Net Income. Wills. We factor it all in.
SYNTHESIZE DATA: Based on your goals and current financial picture we put together projections and a series of recommendations.
DISCUSSION: The moment it all comes together. We bring all the professionals needed together in one location to present a comprehensive financial plan.
We will include specific action points to set a course to accomplish your goals.
A journey of a thousand miles starts with one step.
If we determine there is a fit, we can establish a long-term working relationship to implement planning recommendations.
The financial planning process starts at a one-time, flat rate of $2,000, but may increase up to $5,000 depending on the complexity of the scenario.We generally waive planning fees upon commencement of a formal, long-term planning relationship, subject to approval of the partnership.