SERVICES OFFERED

Seagrass Financial offers a few service models for Financial Planning and Portfolio Management.

 

We believe in full transparency with respect to Pricing

Comprehensive Financial Planning + Portfolio Management

An ongoing, full-service financial planning service, including portfolio management

Financial Planning without Portfolio Management

When you prefer to manage your own investments.

NOT SURE EXACTLY WHICH SERVICE YOU NEED?

If this is your first time working with a financial planner, I recommend visiting the following pages to learn more about the financial planning process, and to understand my approach to investment management.

On occasion, it is possible to arrange a fixed-term financial planning package. 

This option can be a good way for you to “test the waters” and figure out if you want to initiate an ongoing relationship, or to provide a step-by-step roadmap if you prefer to do it yourself.

Fixed-Term Financial Planning Packages