Wherever you are now, we can help you get to where you want to be. The path between “here” and “there” is shorter for those who know the way.
Planning for Wealth was founded with a belief that financial independence (wealth) comes from preparation. We believe careful and consistent planning is essential to meeting your financial goals and objectives. We want to help you set a path to meet those goals.
$0 Minimum asset required
Clients Will Receive
FINANCIAL PLAN – Built for you
PERSONAL FINANCIAL WEBSITE
ADVISOR ACCESS
E-MAIL ALERTS & MONITORING
Our Process
No two clients or situations are alike, and at Planning for Wealth, no two financial plans are alike either. We take into account each person’s needs, risk tolerance, and objectives, and provide custom-tailored solutions to help them achieve their goals. We’ll start by getting to know you – what’s important to you, what opportunities are available, and what obstacles you may face. Then we’ll work together to create a plan and help you implement it. We will be alongside you every step of the way to make sure you stay on track and adjust as needed. No matter how much planning you have or haven’t done, we’re here to be your partner and help you get on the path to financial peace of mind.
Fee Structure
Fees to construct financial plans vary based upon a variety of factors including:
- The complexity and scope of issues involved
- The client’s overall planning needs
More complex plans can include analysis of real estate and other non-liquid investments. It may also involve detailed estate and tax planning that may require teaming with your attorney and CPA.
Financial planning fees are determined on a case-by-case basis and generally range from $2,000 to $10,000.
Ongoing Financial Service Clients
We believe Financial Planning is more than helping clients to identify their unique goals and establishing a path towards achieving them. It is also about helping clients navigate around the many complexities that can arise along the way. Planning is an ongoing process that evolves over time and must be monitored to stay on track.
After plan delivery, we want to continue to monitor your progress in the years to come and provide meaningful guidance along the way.
- We will meet 2-3 times per year virtually, or in person, after plan delivery to ensure that your plan stays up-to-date and make any adjustments that may be necessary
- You will transition to our ongoing client service calendar
Ongoing Financial Planning Services are available at a reduced, transparent flat fee paid monthly or an hourly basis.
To gain insight into progress toward your financial goals, and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below.