Make an informed decision.
Until now the choice has been to stay where you are, or move everything. That is a big decision, and it should be.
There is a third option. Find out first.
Request an IntroductionA diagnostic examines what you have today and answers the questions that brought you here. It will either confirm your concerns or put them to rest. Both are worth knowing.
What it is
A fixed-fee, 30-day diagnostic conducted by a CFP® professional, built around the questions you want answered. You receive a written report with our findings, our recommendations and the steps to act on them. It is yours to keep.
We work alongside your accountant and lawyer. We don’t replace them.
What it costs
- Personal DiagnosticFor individuals and families.$3,750
- Corporate DiagnosticBuilt around the investments inside your corporation, with the personal side included if you want it.$5,000
Fixed fees, plus applicable taxes.
What it commits you to
The fee. Nothing else. Nothing moves. You keep your investment portfolio as is.
What happens after
Some diagnostics lead to a full engagement. If yours does within 60 days of your report, the diagnostic fee is credited against your advisory fees in the first year. If it doesn’t, you keep the report and the engagement ends.
The full terms are outlined in your engagement agreement.
How it starts. Request an introduction, then a 30-minute Introductory Call. From there, you choose: a diagnostic first, or a full engagement straight away.
Diagnostics follow the same $1M minimum as new client relationships. We review every request.
Find out first.
Personal Diagnostic, $3,750. Corporate Diagnostic, $5,000. See all of our fees, in writing, on the Fees page.
Request an Introduction