Skye Financial Consulting

Get In Touch

I’d love the opportunity to talk to you about the life you want to lead, your biggest financial questions and what you’re most worried about.

If you are ready to start building your future, you can schedule a complimentary 30-minute meeting now. It’s a chance for me to learn a little about your financial situation and what you’d like to achieve. You can ask me any questions you might have about how we can work together and we’ll discuss steps you can take immediately to improve your current situation.

If you can’t find a time that fits your schedule using the calendar tool, email me at Joe@SkyeFC.Com and we’ll work it out.

I look forward to hearing from you!

Investment Account Access

Login to your Skye Financial Consulting investment accounts at AdvisorClient.com. Daily balances, transaction details, statements, tax documents, and data downloads can all be retrieved through this portal.

Financial Planning

The financial planning portal provides a comprehensive view of your entire net worth and financial data, updated daily. If you’re not registered yet, simply contact me about financial planning.

Once setup, you will be able to monitor the progress of your financial plan and wealth over time, make adjustments to planning goals, monitor your cash flow, develop spending budgets, review insurance coverages, and more in a single location.

Financial Planning

$600 - $1200 up front

$125 to $250 per month

Organize all your financial information
Identify top priorities and items to address
Comprehensive financial planning analysis
Investment portfolio analysis
I handle and coordinate all next steps for you
6-month follow-up meeting
Annual update of priorities and analysis
Unlimited access to your financial planner
No minimum net worth or asset requirement

Typical client fees will be at the lowest tier. The up front and quarterly fees may be adjusted based on complexity of the client’s planning needs.

Investment Management

0.25% quarterly or less

on managed assets

Portfolio design to meet planning objectives
Written Investment Policy Statement
Continuous portfolio management
Online account access
Emphasis on personal goals, risk management, and tax efficiency
No asset minimums for Financial Planning clients
Includes all Financial Planning services with no additional quarterly fee when assets reach agreed target

Limited or Hourly Services

$300 onetime fee

or $150 per hour

Available for a wide variety of services, including:

As-needed financial planning
In-depth portfolio analysis
ERISA plan consulting
Limited scope financial planning
Second opinions

WELCOME TO SkyeFC A financial planning firm dedicated to helping people understand the complexities, and avoid the pitfalls, of personal finance.

schedule

Retirement, your way. Spend more time doing what you love, not worrying about the future.

SERVICES

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Financial Planning

Everyone has ideas of what they want their financial future to look like, I focus on turning those ideas into reality. Money and time are just tools we can use to get you what you really want, a better life for you and your family. I’ll help you see how your current choices affect long-term goals such as college planning and retirement. Together, we’ll create a plan that helps you prepare to live the life you want now and in retirement.

Investment Management

Your investment portfolio needs to work for you and for the plans you've made. As an independent advisor with access to a wide range of investments and proven strategies, your investment and financial goals always come first. Comprehensive wealth management involves much more than building a portfolio. Your entire financial picture helps determine what is right for you, that’s why I also help clients with college planning, retirement, 401(k) rollovers, and insurance planning.

Customized, Fiduciary Care

We can meet at the office or virtually. Your time is valuable, so together we’ll create a plan, implement it step by step, monitor it and make changes as your needs evolve over time.

Each client is unique. Whether your goal is college planning, retirement, travel, going to every championship game or anything in between, we’ll develop a plan that fits your exact needs.

My allegiance is always to you, the client, and never to specific products. I don’t receive compensation by selling you products. I get paid to provide you with objective advice so there are no conflicts of interest, only what is best for you.