COMPLIMENTARY INTRODUCTORY MEETING
We want to find out what brought you to seek a financial advisor. We also want to see if we are a good fit for each other and how our team can help.
GETTING ORGANIZED MEETING
The goal of this meeting is to help you gather your financial info into one organized place. This usually brings relief and clarity to clients. You will have your own secure online portal where we can collaborate on your financial plan.
60 to 90-minutes
VISION AND GOALS MEETING
Do you have a clear vision for your future? What steps are you taking today to achieve that vision? This is a very important process that is often overlooked by advisors. We want to take the time to talk with you about your dreams and expectations and how to launch from where you are today to move in that direction.
ANALYZE AND PROPOSE MEETING
This is the meeting where we bring everything together and show you the plan. We schedule more time for this meeting so we can help you understand the plan and answer questions you may have.
Once your plan has been created, there is ongoing maintenance and implementation that we can help you accomplish. It is vital that we connect at a minimum of 1-2 times per year to address topics related to your plan such as the following:
We only want to work with nice people whom we can build strong relationships.
Our clients understand the value of having an advisor and recognize how important it is to take the time to plan.
We are educators at heart. Our desire is to equip our clients to make wise choices in their finances.
Our clients benefit most from our financial planning when their assets are at least $500k and they have positive cash flow for financial planning.
The annual fee covers the design and implementation of your personalized plan. Financial planning involves assessing your current financial situation, setting financial goals, and developing a strategy to pursue those goals.
Financial planning costs will be provided during the Introductory Meeting. The amount will be based on the complexity of your plan.
50% is due before Getting Organized (Step 2)
50% is due after Analyze & Propose (Step 4)
For clients who invest with us, the financial planning fee will be reduced by the amount of assets invested.
Our progressive asset management fee covers advisors' knowledge, time, and effort in creating and implementing an investment strategy tailored to your financial goals, risk tolerance, and time horizon. Fees are based on assets under management in advisory platforms and range from 1.2% to 0.5%.