The Heritage Path
A clear path for the important decisions ahead.
Built to Move at the Right Pace
Good planning takes time. Not because it needs to be complicated, but because the right decisions deserve more than a rushed conversation.
The Heritage Path gives our work a natural sequence. We start with where you are today, work through the important questions, and move forward one decision at a time.
You’ll know what we’re working on, what comes next, and why. Some parts move quickly. Others deserve more time. We let the work set the pace.
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What to Expect Along the Way
You won’t be handed a plan and left to figure out the rest. We’ll work through the decisions together, with time to ask questions, consider the tradeoffs, and make changes when something doesn’t feel right.
And as the work moves forward, we’ll help keep track of the details, next steps, and decisions that still need attention, so you know where things stand.
Inside Our Approach
What does it cost to work with us?
You should know what you’re paying and what you’re paying for. Our financial planning fees are designed to be transparent, straightforward, and easy to understand.
Your fee reflects the complexity of your financial life and the scope of the planning we do together, rather than the size of your investment portfolio.
We don’t earn commissions, kickbacks, or any hidden compensation. Our advice is fee-only and always focused on your best interests and long-term goals.
Ongoing Financial Planning
Our service begins with The Heritage Path and continues as an ongoing planning relationship, so your plan can evolve as your life and circumstances change.
Annual fees generally start at $10,000, depending on the complexity of your situation and the scope of services involved.
If we also manage your investments, that service is priced separately as a percentage of the assets we manage, and we'll walk you through the schedule before you decide.
