NOT JUST ADVICE, BUT A FINANCIAL PLANNING EXPERIENCE.
WEALTH MODE PLANNING
- 3-4 meetings per year with a CERTIFIED FINANCIAL PLANNER™
- Open access via email/text for any financial questions or issues
- Appointments on weeknights and weekends
- Virtual/video call meetings for convenience (no need to commute or find a babysitter!)
- Affordable monthly billing instead of large fees once or twice a year
- Priced to your level of need (income, net worth, complexity, etc.), not on amount of assets
- No asset minimums - can work with anyone!
- Ongoing accountability, implementation, and follow-up in getting financial tasks done
- Investment management at extremely low additional cost
*Upfront and ongoing fees are based on complexity and depend on what kind of help you'd like throughout each year. **Ongoing fee is an annual fee paid monthly.