Smart financial planning
for your needs

Our service offerings focus on long-term relationships
with our clients.

We specialize in helping you save and invest strategically.

All ongoing client engagements start with a collaborative financial plan. 

This is your life and your financial future.

We give you a chance to think big about what you really want, then we help you break it down into actionable steps. As financial decisions come up, we go back to the plan and compare options and review the impact with you.

It’s time to start LIVING a life that really inspires you!

Making your sabbatical dream a reality

SERVICES

SABBATICAL PlANNING WITH INVESTMENT ADVISORY SERVICE

Is This For You?

Ideal for households with less than $250,000 to invest, who want guidance as they prepare for a sabbatical as well as to outsource management of their investment accounts.

$2,500 upfront fee, then $600/quarter ongoing for financial planning.

1.25% – 1.5% annual fee based on assets under management.

OFFERINGS

  • Financial plan to see how your sabbatical fits into your whole financial picture
  • Management of investment accounts to support your sabbatical and other financial goals
  • Quarterly check-ins focused on your progress toward your sabbatical goals
  • Annual meeting to review your financial plan and investment portfolio
  • Tools and resources to meet you where you are with each step of the planning process
SABBATICAL PlANNING ONLY

Is This For You?

Ideal for households with less than $250,000 to invest, who want financial guidance as they prepare for a sabbatical.

$2,500 upfront fee, then $600/quarter ongoing for financial planning.

OFFERINGS

  • Financial plan to see how your sabbatical fits into your whole financial picture
  • Clarity on strategies and action steps, including:
    • Savings & investment account strategy to support you before, during, and after your sabbatical
    • Asset allocation across accounts
    • Estate planning and insurance essentials
  • Quarterly check-ins focused on your progress toward your sabbatical goals
  • Tools and resources to meet you where you are with each step of the planning process
INVESTMENT ADVISORY SERVICE ONLY

Is This For You?

Ideal for households with $250,000+ to invest, who want to outsource investment management and tax-efficient saving/withdrawal strategies so they can focus on living the life they’ve saved for.

Tiered fee structure based on assets under management – 0.85% – 1.5%.

OFFERINGS

  • Financial plan to see your whole financial picture in one place, updated annually
  • Management of investment accounts
  • Implementation of tax-efficient savings and withdrawal strategies across your investment accounts
  • Coordination with other decisions, including:
    • Recommendations on employer retirement plan investments
    • Pension and Social Security analysis
    • Thinking through big financial decisions, including major purchases, insurance coverage and estate planning considerations
  • Annual meeting to review your financial plan and investment portfolio

OUR ADVANTAGES

It’s important to find a financial planner that’s a good fit for you. Here’s where we really shine:

We have been on sabbatical

We don’t just talk the talk. We’ve taken sabbaticals and we know how scary, challenging, exciting, and memorable the experience is! You’ll get our financial expertise and our sabbatical advice, too! 

Big
picture perspective

Our planning goes way beyond investments. And we realize money isn’t everything—it’s just a tool. We take time to learn about your values so we can match your finances to what matters most to you.

you are the expert of your life

Our job is to ask good questions and help you focus on the most important things at the right time. We are your partners in building out your action plan and helping you get where you want to go.

INDEPENDENT & FAMILY-OWNED

We are lucky enough to work with clients we truly like and do the work we love. We like to consider our clients as part of our extended family.

fee-only

We do not earn commissions or any referral fees for the services we provide. Our fees are simple, transparent, and not dependent on any product sales.

Fiduciary Duty

Our clients’ interests always come first—and not just because of legalities and ethics, but because we genuinely care. We will tell you if we think there is a better option for you.

If you can dream it, you can do it

Let's talk about your goals & dreams!
Get in touch with us Today

Send us an email at clientservices@middletonand.co

Or schedule a 30 minute discovery call.