FAQ

We don’t have an asset minimum to work with us. Our minimum quarterly fee is $1,250 and can be paid via check, ACH, or credit card. Click here for more details.

Depending on the amount of assets we’re managing, our fees begin at $1,250/quarter at less than ~$400,000 AUM and transition to our AUM fee schedule above ~$400,000. Click here for more details.

We are a comprehensive financial planning firm, so we will work with you in every pertinent area of your financial situation. However, we specialize in Christian families who love the Outdoors. To that end, our focused areas of expertise include low-cost investments, tax planning, and charitable giving.

We have a three-tiered approach to selecting and managing our clients’ investments, involving diversification, discipline, and routine rebalancing. Through this systematic approach, we build efficient, durable portfolios that can withstand good and bad markets. Lastly, our fee-only structure allows us to pick best-in-class, low cost investments that are in your best interest.

Initially, the first phase of working with us is our onboarding process, which consists of 2-3 meetings. We gather all of the necessary data and information to generate your initial financial plan. After this, we move into phase 2, which involves an ongoing annual communication process consisting of 2 scheduled semi-annual meetings, educational webinars, a blog, and quarterly market commentary.

We are an independent, fee-only, full-service financial planning firm, and 100% of our revenue is from fees our clients pay. We don’t receive any commissions, kickbacks or trailers from any third parties.