Financial Physical®

The Financial Physical ® is our trademarked service that is designed to provide you with a complete overview of your financial situation as it relates to your aspirations and values.  Like a doctor examining your physical health we review your entire financial health. 

Topics We Will Cover:


We charge $2,500 for your Financial Physical®, and waive this fee if you sign on to work with us on an ongoing basis.

We do this so you have the chance to experience our competency and client service before ever committing to a long term relationship.  You will know whether or not we are the advisor for you after going through this process.

Our promise: If you are not completely satisfied after going through the Financial Physical®, simply let us know and we won’t charge you anything. If you decide to work with us as your Personal Financial Manager then we will credit the cost of the Financial Physical® into the long-term relationship. Contact us today to schedule your Financial Physical®.