Our offerings
When you work with YYA, you'll get comprehensive, objective advice on every facet of your financial life. We make sure your money is serving as the foundation for your goals and vision.
Ongoing Financial Planning
We make a plan, you keep control
We'll spend a lot of time discussing where you've been, where you're going, and the role your finances play in your life. YYA will build a comprehensive plan that covers everything from saving, to investments, to estate planning, insurance, and more. We'll help you build your portfolio and will make sure your plan reflects your life as it evolves.
Ongoing Financial Planning & Investment Management
Your Chief Investment Officer
If you want YYA to take the reins, you can add investment management to your financial planning relationship. We'll craft a personal investment policy and customize a portfolio for you based on your financial plan. We continuously monitor and optimize your investments to ensure that they're set up to meet your goals, today and tomorrow.
Our pricing
Straightforward, transparent, all-inclusive
An initial phone consultation is always complimentary.
Rates vary based on each client's unique situation.
Please contact us at inquiry@yy-advisors.com to discuss an individual rate.