Financial planning assistance by the hour or at a flat rate monthly fee.
Gain organization, simplification, and confidence in your financial journey
Let us be part of your success story by serving as your Wealth Navigator!
This is a basic long-term relationship with ongoing recurring services that covers specific areas of your personal finances. If you are just looking for some help on a monthly basis, this service might be for you. This basic service provides:
* Can also be used as a meeting companion for conference calls or video meetings with other professionals.
This is a comprehensive, deep dive into your household finances through this long-term relationship with ongoing recurring services that cover: cash & debt management, asset allocation, and risk management coordination. In depth progress meetings conducted every four months to cover, but are not limited to:
* After the first year, your overall fees should go down. ** $2,500 initial payment for financial plan development required and under separate agreement. *** If applicable, Estate Planning payment required in full and in advance of plan development and under separate agreement (fees vary per plan and complexity, estimated cost for trust-based estate plan for single individual with one property, $2,000 + ($250 per additional deed / entity) + notary services). **** Additional fees are required on an asset under management basis (as a percentage of) and under separate agreement; $100K account minimum required.
This a limited scope one-time engagement into a specific area of your personal finances. An estimate of the number of hours will be provided upfront. If you have a few questions or just looking for help in one specific financial area, this service might be for you. One-time projects may include, but are not limited to: