What We Offer
Our Services
Three ways to work with us, built around what you actually need.
Financial Planning
A comprehensive, ongoing subscription that covers everything from cash flow to estate planning. Your plan is a living document that grows with you.
Fee Structure
$4,000
Initial plan, then $333.33/month ongoing
Investment Management
Customized portfolio strategy and ongoing management. Stand-alone or as a complement to financial planning. Built on fundamentals, not hot tips.
Fee Structure
0.75% AUM
Paid quarterly from your portfolio
Hourly Project Work
Need help on a specific question without a full commitment? Mortgage analysis, 401(k) allocation, debt repayment planning, and more on a project basis.
Fee Structure
$333.33/hr
Quote provided before work begins
While located in Nashville, Tennessee, our clients are not limited to only those in our area. Shaun's experience with clients in the entertainment industry enables him to serve clients throughout the United States.
All first time consultations are complimentary to you.Not Sure Which Service Fits?
We will figure it out together in your complimentary first meeting.
Schedule Your Free Consultation