What It's Like to
Work with Us
Beyond the Stock Market. Building a Diversified Portfolio.
Are you looking to do more with your money beyond the traditional stocks and bonds? You’ve found the right place. We focus on crafting unique investment strategies that extend beyond the traditional stock market. We believe in creating income in your portfolio with alternative assets and real estate to create a more interesting, easy-to-understand and resilient portfolio.
Simplify your finances & gain clarity on your path forward.
We offer fee-based financial planning.
Our services are based on a holistic point of view to integrate your retirement savings, real estate, insurance, taxes and anything else you may own.
Hourly
For $275/hour, we’ll address the financial topics or questions most important to you.
This option is perfect if:
You have specific questions about a financial situation and need expert advice on how to move forward.
You’re just getting started on your financial journey and need guidance on your next steps.
You’re exploring your options and want to experience working with us before committing to a longer-term relationship.
After our meeting, you’ll receive detailed notes and/or a recording to help you take action with confidence.
Personalized Strategy Session
A customized, in-depth approach to help you take control of your financial future.
This session includes:
In-Depth Financial Assessment: We’ll analyze your current financial situation to understand your goals, risk tolerance, and lifestyle needs.
Exploration of Alternative Investments: Together, we’ll identify opportunities in real estate, private equity, or other alternative assets that fit your unique circumstances.
Customized Strategy Recommendations: Based on your needs, we’ll provide personalized guidance on financial strategies that will help you achieve your goals.
Actionable Next Steps: Walk away with a clear plan to diversify your investments and grow your wealth beyond traditional strategies.
Price depends on the complexity of your portfolio. Please book an introductory call to discuss your situation.
Long-Term Portfolio Management
Comprehensive, hands-on financial management tailored to your evolving needs.
This option is ideal for those who want:
Proactive Investment Support: A dedicated partner to brainstorm and identify investment opportunities on your behalf.
Ongoing Portfolio Oversight: Consistent management and analysis of your accounts to ensure alignment with your goals.
Quarterly Financial Reviews: Comprehensive check-ins to evaluate your entire financial picture, including stock market investments, real estate, debt, insurance, and business management.
On-Demand Access: A trusted advisor available whenever you have questions or experience major life events.
Our fee is based on a percentage of assets under management, starting at 1% annually and decreasing as your portfolio grows.
Tune in to learn more.
Get to know Michelle, her strategies, philosophy and investment ideas on The Unconventional Investor Podcast.