Everything you need.
We organize your financial life and manage your wealth strategy.
Discover the powerful suite of services designed to maximize your wealth to enjoy a rich life and secure financial independence.
Comprehensive Financial Advisory Features:
Fee-only, fiduciary advisor
Transparent pricing. No conflicts of interest. Advice and alignment for your best interest. Always!
Cash flow and Debt management
Helping you maintain your standard of living and determining the most effective plan to tackle debt.
Insurance evaluation and selection
Don't be "sold" insurance. We'll identify what and how much you need. Then we'll help you find the best providers.
Employee benefits and retirement optimization
Benefits are valuable in negotiating career moves that could multiply your earnings potential over time. Optimizing your retirement plans gets your closer to financial independence, and takes a bite out of taxes.
Estate planning and coordination
Estate planning is more than a legal document. It establishes your wishes and reverberates through your financial life - both now and after.
[KEYS] Monthly financial evaluations
Our calendar-based monthly evaluations help to keep you on track, assure you're on your way to your goals, and keeps you motivated.
Financial coaching and tips
Our financial coaching and tips will help you understand the *what and why*. Plus, behavioral coaching helps you stay on track in times of market volatility.
Net worth monitor
Managing your net worth is more powerful than singling out any one asset or liablity. This is your 'financial freedom' guage.
Investment rigor and attention
Once we design the portfolio to meet your goals within your risk constraints, we actively monitor, research and rebalance.
Service professionals collaboration
Our name includes "Collective" because it takes the collaboration of service professionals to construct your "financial house" in which you live a rich life with a secure future.
As your Dedicated Partner, we help you:
Planning strategically for your future is a collaborative process that takes into account financial and lifestyle variables.
We help you answer questions, solve challenges, take advantage of opportunities and most importantly, live a life you enjoy.
Investing rigorously requires vigilant attention to correlations and volatilities under different market conditions.
Diversification requires a rigorous ‘check under the hood’ as most investors are far less diversified than they think. Micro-inefficiencies present opportunities for those who pay attention.
Grow Your Business
Whether you are just starting, expanding or planning an exit, driving value helps you get the most out of all your hard work.
As in your personal financial life, our business advisory streamlines your processes and allows you to focus on the key drivers, while reducing the stresses of being the boss.
What do our Financial Advisory Services cost?
Our fee assumes your investable assets will be managed by Beckett Collective. Learn Why.
We take a comprehensive approach to helping you build wealth through integrative financial planning and investment management services. Because you may not have investment assets to manage, we do not require a minimum investment balance. Our pricing allows you to pay a monthly fee. Even so, we still calculate our fees as a percent of investable assets. As the investment assets that we manage increase, the monthly fee is reduced. Eventually, the investment fee is enough to cover our services.
For graduates and early-career professionals
Investment fee +
$0-195 / Month
+$495 for initial strategy*
For established professionals
INVESTMENT FEE +
$0-495 / MONTH
+$1,995 for initial strategy*
*Initial strategy includes building a dashboard, preparing your personal net worth statement, gathering information from your other service professionals, making upfront diagnosis, and delivering formalized plan.
View Fee Schedule