Can I do this myself using index funds?

Maybe! We think index funds are great tools for suitable investors. 

The reality is that there are many resources available online and elsewhere for do-it-yourself (DIY) investors. Furthermore, technology has made investing accessible to almost anyone regardless of account size. However, DIY investing doesn't always equate to being the less expensive option. 

Consider the example of a home renovation project: There are enough resources online to learn how to renovate a kitchen without the help of a construction professional. Furthermore, most of the materials would be available at your local hardware store or could be purchased online.

If you’re somewhat handy and determined, everything would probably function. However, it would have taken time, been stressful, and the crown molding joints for the kitchen cabinetry might not be cut to perfection. 

On the other hand, there are instances that the DIY homeowner only hires a professional after they make a big mistake or get stuck! Instead, many folks hire a contractor that charges a 20% markup and they specialize in kitchen renovations.

Our Value Proposition: We like to think of ourselves like your general contractor: one that shows up on time, is trustworthy, and wants to help achieve your unique goals! As an advisory client, in an advisory relationship, we would coordinate all the other professionals involved in your financial life, such as your accountant, estate attorney, and other consultants.

Summary: We work with people who understand the value of their time, and our expertise. Our clients are people that want to delegate the management of their investments so they can focus on the things that matter most to them.

In our opinion, your retirement and family’s legacy shouldn't be in the hands of a fintech app or call center. Instead, you should have a customized financial plan tailored around the things that are most important to you and your family.