An investment in a dedicated financial partner.

Our planning and wealth management process helps our clients:

  • Feel more educated in their money decisions

  • Have more time to focus on what matters most

  • Have peace of mind they are using money as a tool

Memento Planning and Wealth Management:

Minimum Fee: $1,500 per quarter

Maximum Fee: $3,000 per quarter

  • Range based on 1% of assets under management

  • (using 12/1 prior year value)

  • Designed for ongoing advice and proactive planning

  • Cancel anytime

Cash Flow Planning

Tax planning

Equity comp analysis

Investment strategy implementation

Financial independence planning

Work-optional strategy

Education savings

Debt payoff

Insurance analysis

Employee benefits review

Estate planning

Interested in working together?

Get started in three easy steps.

Step #1—Answer some preliminary questions and schedule a free consultation.

Step #2—We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.

Step #3—Complete a free strategy session to evaluate the value of our services and think about it before deciding if you’d like to partner with our firm.