Investment Consulting & Coaching

I offer investment consulting services that cover a variety of needs for protecting and building your financial freedom. Some of these topics are complex. My promise to you is to make things as simple and transparent as possible. I also keep my fees very reasonable.

Here is a short menu of what I am best able to help you with.

Portfolio Risk Review & Quick Start Plan

This program is designed for members of my investment letters. It includes an analysis of current and hidden risks of your portfolio.

Personal Investment Plan & Investment Coaching

Personal Investment Plan (PIP) and investment coaching for self-directed investors. Includes financial planning incidental to investment decisions.

  • Flat $1600 paid in two $800 increments, initial and upon completion of PIP.
  • Comes with lifetime access to MoneyGuide interactive financial planning system ($400/yr value).
  • Includes a PRR ($400+ value)
  • Includes a Personal Investment Plan. ($800-1600 value)
  • First 5 hours of consultations. ($1000 value)
  • Additional 5 hour time blocks for $800 (20% discount).
  • Exclusively for members of my investment letters.
  • Limited to 40 people per year.

401(k) Consulting

Designed to help small and mid-sized businesses adopt a low cost turnkey 40k(k) plan that meets compliance and liability goals. I coordinate with other specialists to execute reviews and implementation.

  • Range $2400-$4800/year retained.
  • Free initial consultation and interview.
  • Analysis of current 401(k) plan with review session.
  • Presentation of alternative low cost turnkey online based retirement plan solutions.
  • If the company uses one a plan we suggest, then all participants receive lifetime access to MoneyGuide interactive financial planning system ($400/yr value).
  • Limited to 12 per year.

Business Owner & Executive Retirement Strategy

As a small business owner myself, I understand the needs of other small business owners. Having worked with numerous executives, as well as, being an option expert, I can help retiring executives with option exercise and rollover strategies as well. In either case, small business owner or executive, I will help you design a retirement plan that fits your personal needs, goals and circumstances. I coordinate with other specialists as needed.

  • Free initial consultation and interview.
  • $3200/yr and negotiable depending on additional services.
  • Includes everything in the PIP & Investment Coaching program.
  • Option exercise strategies.
  • Retirement plan rollovers.
  • Business exit strategy.
  • Retirement income strategies.
  • Limited to 12 per year.

Interactive Financial Planning

All clients of Bluemound have access to a sophisticated financial software called MoneyGuide that we use to collaborate with your on financial planning. See our Financial Planning page.

  • If you are an investment advisory client, there is a one time $400 set-up fee that includes annual reviews and "life change" reviews for as long as you are a client.
  • Financial planning that is more involved, such as option exercise strategies at work or estate planning are an additional fee at the normal $200/hour rate.
  • For financial planning topics I am not an expert in, for example tax planning or trusts, I have access to a wide range of experts that I can share with you. For those types of planning I will act as your liaison.

Contact me to set-up an initial time to discuss your situation and needs.