wealth BUILDIng plan
ongoing planning only (no investment management)
Comprehensive financial planning means forging a long-term, ongoing relationship to create a plan that aligns your financial goals with your values. This plan is similar to the Wealth Management Plan but doesn’t include investment management.
We start by understanding your current financial life.
Then we'll organize your finances and together build a snapshot that illuminates for you how you’re doing now.
Next, we start making plans for the future. What do you want out of your life? For yourself? Or for your family? How about for your community?
Once we know your overall goals (where you want to go), we prioritize your goals and design specific strategies we'll implement to make progress towards your better future.
This process will change over time -- because your own life circumstances, goals, and plans will change along the way. It's almost like using Google Maps to plan your future. We'll set your destination, but you'll probably want to add some stops along the way. And you may want to make some adjustments along the way as things change and life happens.
As part of our ongoing relationship, we will:
Help you implement the recommendations we make
Advise on financial decisions as they come up, helping to simplify and clarify the issues for you
Provide investment allocation advice, tax planning strategies, cash flow and savings strategies, and retirement projections
Provide ongoing investment education specifically tailored to your knowledge and level of experience
Cost:
Initial upfront planning fee is $3,000
Monthly fee of $300+ based on complexity