An investment in a dedicated financial partner.

Our full-service model helps our clients:

• Feel more educated in their money decisions

• Have more time to focus on what matters most

• Have peace of mind they are using money as a tool

Memento +

Minimum Fee: $1,500 per quarter

Maximum Fee: $3,000 per quarter

• Range based on 1% of assets under management

• (using 12/1 prior year value)

• Designed for ongoing advice and proactive planning

Cash Flow Planning

Tax planning

Equity comp analysis

Investment strategy implementation

Financial independence planning

Work-optional strategy

Education savings

Debt payoff

Insurance analysis

Employee benefits review

Estate planning