Our Services

  • Comprehensive Financial Plan

    Work with me to build a comprehensive roadmap to meet your financial goals. Topics may include:

    • Investment recommendations & asset allocation

    • Tax efficiency

    • College planning

    • Retirement projections

    • Cash flow analysis

    • Debt management

    One Time Cost (dependent on scope):
    $2,000 - $10,000

  • Ongoing Financial Planning

    After the Comprehensive Financial Plan is completed, you have the option to work with me on an ongoing basis. This includes quarterly meetings to discuss financial topics including but not limited to:

    • Additional scenario analysis

    • End of year tax planning

    • Open enrollment / corporate benefits

    • Insurance assessment

    • Rebalancing recommendations

    Quarterly Cost (dependent on scope):
    $2,000 - $5,000

  • Project-Based

    For clients who are comfortable managing their own finances but would like a second opinion on specific topics, I am available on an hourly basis.



    Hourly Cost: $250

Fiduciary Statement

Bixy Wealth is a fee-only fiduciary. This means that we make the following commitments to our clients:

  1. At all times, we place the interests of our clients first. We avoid serving our own personal interest ahead of the interests of our clients. We will fully disclose and fairly manage any unavoidable conflicts of interest.

  2. We ensure that no client is preferred over any other client.

  3. We will provide impartial advice and act with skill, care, diligence, and good judgment in the advice we give to our clients. 

  4. We will provide full and fair disclosure of all important facts, including a clear description of the advisory fees we charge. 

  5. We do not receive any compensation from third parties in connection with the advice that we give to our clients.