A disciplined approach crafted specifically for you.
We focus on the aspects that can be controlled, like taxes and fees. This allows us to maximize results in most situations.
Fees for Ongoing Planning
(Including Investment Management)
*
Assets Under Advisement (AUA) = assets managed at Schwab plus outside investments such as retirement plans, private investments, brokerage accounts, and bank accounts.
We do not charge for Assets Under Management (AUM). Vilga is a flat fee firm. Our fees are adjusted annually.
So you have a solid plan. Fantastic. Now what?
Plans (and markets) can change at any moment
Here’s the good news: We can watch out for the markets, AND be your first-call when life gets life-ish. That’s Ongoing Planning.
Our Process
Examining Your Financial Picture + Identifying Priorities
We know many people come looking for advice because they have immediate questions and needs. Are you buying a house in a few months? Do you have estate plan needs?
We’ll get to know you, and your goals, and answer your pressing questions.
Get On Board(ed)
This is the point where we gather all of your documents, and if we’re managing some or all of your investments, get you onboarded to our custodian, Charles Schwab. Then you let us do the heavy lifting
Advice
We offer opportunities to meet with us twice a year to review your plan, we’ll give ongoing virtual updates, and we are available whenever you have questions about financial picture.
Get more financial articles
ONGOING PLANNING FOR FINANCE PEOPLE WHO ARE TOO BUSY WITH THEIR SPREADSHEETS TO IMPLEMENT THEIR PLAN.
Don’t worry, we have time (and expertise) for you