These clients see total wealth management as the ability to have their financial lives planned completely in a thoughtful manner, removing the burden of worry.
Client Goals: To delegate analysis and decision making to a trusted advisor regarding all aspects of holistic financial life.
Our Comprehensive Planner clients require total management of holistic wealth. Investment, estate planning issues and risk management.
We will review, on a quarterly basis, all financial issues relating to:
Fees for Service:
$2000-$5000 for Initial Plan*
$1500 for Annual Plan or Updates
$100 per month to have us on retainer to be available to answer all questions and help solve financial problems.
These clients see investment management as the way to reach financial goals and free up time.
Client Goals: To delegate investment decisions to a trusted advisor who has the experience and resources to manage investments in clients’ best interest, in line with their goals.
Our Confident Investor clients seek only investment services through a fee-based investment account.
We will review goals and risk tolerance parameters, as well as maintain all aspects of the investment accounts. We will provide an annual investment review to make sure your goals are still aligned with your investment strategies.
Annual Advisors Asset Management Fees*
Our Collaborator clients have more limited or simple needs. They may have questions about specific issues or products that we can help establish or resolve.
Client Goals: To address specific financial issues such as:
These clients want guidance on specific solutions for a specific situation or goal.
We will engage in an initial review to determine the scope of the project or questions. The engagement ends once the product is established/question is resolved
Planner: $185 /hr
Project Fees: By Quote
Our Commission clients have limited needs or a very specific need to discuss. These needs can be solved by implementing new ideas and strategies.
Client Goals: To address a specific need such as:
The engagement ends once the Financial Tool is established/question is resolved. There is never a fee with this type of planning. We are compensated directly by the companies.
Fees: Paid by companies that are used
Once Upon a Goal
Bull and Bear Go To Market
Preparation is the Key to Retirement
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