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WEALTH MODE PLANNING

An ongoing relationship with a financial planner to help you build wealth for life’s richest experiences.

 

Comprehensive, ongoing advice with a CERTIFIED FINANCIAL PLANNER™

 

When you signup as a client, we begin by going through The WEALTH MODE Process to create your Initial Financial Plan.

This is a series of four meetings designed to start with your Why - your goals and reasons for wanting to build and sustain wealth - and conclude with actionable steps to begin Executing those objectives.

The WEALTH MODE PROCESS

 
 
 

After we finish creating your upfront plan, you will enter ongoing services based on a 12-month forward looking service calendar that is recreated annually.

  • 3-4 meetings per year with your advisor

    • 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

  • Open access via email/text for any financial questions or issues

  • Appointments available on weeknights and weekends

  • Video call meetings for convenience (no need to commute or find a babysitter!)

  • 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; otherwise, implement trades and investment instructions on your own

Ongoing Services Calendar

 

 

PRICING: CUSTOMIZED TO FIT YOUR NEEDS

There is an upfront cost of service for the initial four meetings.

50% is paid in advance, 50% at the completion of your Initial Financial Plan.

After that, you begin an ongoing cost of service billed on a monthly basis.

Everything is priced upfront and is designed to be affordable and appropriate for your needs and the complexity of your situation.

PRICING

Ranges from

$499 - 3,000

upfront*

+
$70 - 400

monthly**

 

 

Pricing Examples

Here are some examples of clients I work with and the cost of their service. These are meant to be guidelines and not guarantees - each person is quoted individually following an initial consultation.

 
 
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Recent College Graduate

- $55,000/year income
- 401(k) and Work Benefits
- Student Loan Debt

$499 upfront + $75 monthly

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Young Professional with Kids

- $130,000/year income
- Spouse at home
- Parent
- Homeowner
- College Savings Goals

$1,249 upfront + $139 monthly

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Dual-Income Couple

- $175,000/year income
- Stock Options
- Own home and a vacation home/investment property
- Both have employer benefits that need to be coordinated

$1,749 upfront + $199 monthly

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Business Owner with Family

- $250,000/year income
- Business owner / self-employed
- Multiple children
- Significant taxable investments, illiquid property, or wealth tied up in business

$2,499 upfront + $349 monthly