AN HOURLY FINANCIAL ADVISOR WITH A DIFFERENT APPROACH
No AUM or Subscription Fees. Pay only for the advice you need when you need it.
I created Pape Financial to share my experience and education with my peers. I designed my model to address two complaints they frequently express; AUM fees that balloon over time and eat into performance, and the lack of transparency in the way fees are calculated. Below are the three ways I help clients prepare for their future.
Investment Advice
Without AUM Fees
I will review and analyze your current portfolio including your employer sponsored plan and make sure your investments are aligned with your goals, risk tolerance and risk capacity. I will make recommendations you can easily implement. This is great for DIY investors but I also offer discretionary investment management.
Project Based
Financial Planning
I offer assistance with answering a specific question or questions. Thinking about buying a house? Need assistance with your employer retirement benefits? Wondering about life insurance or starting a 529 plan? This offering is for you.
Comprehensive Financial Planning
A deeper dive into your financial situation and goals. We'll ensure that your investment plan, educational savings, risk management, business strategy and estate plan are all aligned to meet your goals. This can be a one time engagement or ongoing assistance with monitoring and implementation.
Achieving the retirement of your dreams is important, but so is the journey to get there.
While saving will be a top priority, we’ll also consider the life you want to lead along the way. We will use facts and data to make decisions, but dreams and desires will be part of the equation as well.
