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. Pape Financial is dedicated to helping successful early and mid-career professionals and business owners navigate the journey to high net worth and ultra-high net worth status through these three service offerings.
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.
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.
Billionaires aren't the only ones that benefit from an experienced team providing a unified strategy for all aspects of their financial life. I have built a network of professional services providers dedicated to providing integrated tax, estate, business and financial planning. You get the benefit of a family office on an as needed basis.
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.
