Looking to delegate analysis and decision making to a trusted advisor regarding all aspects of financial planning? This service helps you see total wealth management as the ability to have your financial life planned completely in a thoughtful manner removing the burden of worry.
What do you get?
- Quarterly Meetings
- Up to two hours of phone or virtual calls per month
- Cashflow Analysis
- Budget Planning
- Budget Tracking
- Debt Management
- Life Transition Planning
- Major Purchase Planning
- Employee Benefits Review
- Retirement Savings Plan
- Goal Planning and Tracking
- Investment Management
- Risk Management
- Estate Planning
- Divorce Transition Planning (if life calls for it)
- Software Access - Money Guide Pro
What do you pay?
- Annual Commitment with Investible Assets Under $100,000
- Annual Commitment with Investible Assets Over $100,000
Why do we do this?
Help families and individuals write out and achieve their financial goals.
