STONE ISLAND FINANCIAL PLANNING
We work with individuals and families to determine, measure, and meet their unique financial objectives. This is an ongoing process that includes so much more than just managing investment assets. We provide fiduciary advice utilizing a transparent, fee-only model. Stone Island serves clients around the United States from offices in Scottsdale, Arizona and Naperville, Illinois.
Determining your financial objectives and making them measurable requires a written financial plan. Achieving your measurable objectives requires ongoing monitoring, making adjustments along the way. We partner with you to achieve success, defined as meeting or exceeding your written objectives.
Our compensation will never be hidden behind product sales. Instead, our fees are transparent, clearly disclosed, and always fee-only.
The process is essential because it determines what you will have to do to be effective. – Ray Dalio
THE STONE ISLAND DIFFERENCE
Our fee-only compensation model allows us to provide truly objective advice, aligning our interests with those of our clients. By focusing on determining, measuring, and monitoring client objectives, we seek to maximize the probability that client goals will be achieved. Our benchmark for success is our clients' success.
OUR PHILOSOPHY
We believe that financial objectives should be clearly defined and measurable, bringing accountability to both ourselves and our clients. Both financial planning and investment return assumptions must be substantiated by empirical data.Steady, absolute investment returns with limited volatility increase the probability that “Measurable Objectives” will be achieved or surpassed.
OUR EXPERIENCE
Our team has decades of experience providing in-depth financial planning and investment management expertise to a wide range of client situations. Experience has taught us that each client situation is unique and calls for customized planning and investment strategies. Deep thinking and a history of analyzing and sourcing unique, absolute return focused investment strategies sets our team apart.
OUR FEES
Transparency and objectivity are the driving force behind our compensation model. We offer advice via flat-fee and hourly models. For ongoing relationships, the flat fee covers financial planning advice, and when requested, investment management. For shorter engagements, we offer financial planning and specific investment advice under a flat project or hourly fee structure.