Wealth Management Services
Helping you create the life you want
We like to think of Wealth Management as helping you build the wealth you need to live the life you want.
That life may include:
Owning your dream home in the location you always desired.
Having money to travel the world and explore the places you have always wished to see.
Being able to work wherever and whenever you want, or not at all.
Having the money to grow your family and send your children to college without debt.
Our aim is to support you in creating a strategy, and then help you take action on it, in order to create the wealth you want to enjoy your life to the fullest.
What we assist with
Financial Planning
It’s not just for millionaires, though we’ve built plans for hundreds of them.
Whether you are just starting out or are nearing retirement, we can help you put a plan in place to better ensure your success in a number of areas: college planning for the kids, saving for retirement, navigating buy vs. rent scenarios, and much more.
Investment Management
Many advisors start with an investment strategy because they are eager to start charging you fees.
We always begin with a financial plan so you know what you are investing in and how the strategy impacts your ability to have a successful plan. It just makes sense, right?
Oh, and you don’t have to hand over the keys to your entire portfolio to work us, either.
Workplace Advice
Have questions about your 401(k) at work?
Not sure what to invest in within the plan?
Wondering what an Employee Stock Option Plan is?
We got you, and we can help you navigate all of these decisions.
Our Financial Planning Process
The Emerging Millionaire Method™
Covering the same core concepts taught in our immersive, 4-week class, we will create a comprehensive and customized plan tailored to help you live the life you desire, achieve your financial goals, and retire on your terms, all in just 3 easy steps.
A plan built around your modern lifestyle and needs. Here's a quick overview on what it is, and how it works for you:
01
PROFILE
At our Introduction and Discovery meeting we will start by assessing a mutual fit and learning more about you. This will give us both a chance to make sure we can deliver value to you.
If you decide to move the conversation forward, we will next meet to discuss your goals and review your financial situation. This is your opportunity to determine how you want to work with us.
02
PLAN
The financial planning process begins with helping you sort through your financial lives and getting that information organized using our financial planning software, eMoney.
We will then evaluate your current financial status together, helping you determine what needs to happen to achieve your goals.
03
PRESENT
We will formally deliver your initial financial plan to you.
Our goal is to help you implement the top one or two recommendations right away.
Over the course of our relationship, we will repeat this process.
What is included
Your financial planning subscription includes services for any stage of life.
Just starting out
- Goal Planning
- Budget & Cash Flow
- Career Planning
- Student Loans
- Workplace Benefits
Growing family & career
- Debt Assessment
- Education Planning
- Stock Options & Equity Comp
- Mortgage Analysis
- Income Tax Planning
Things are getting more complex
- Life/Home/Auto Insurance
- Retirement Planning
- Estate Planning
- Investment Advice
- Small Business Retirement Plans
Our Simplified Fee Structure
Service Option #1
Service Option #2
Financial Planning Only*
$750 Upfront, then
$400/Month
Subscription
Financial Planning &
Investment Management*
No Minimum Asset Size
Altruist and Zoe Financial as Custodians
Flat-Free Arrangements Available
Engagements start at $750 Upfront, and then:
| Account Value | Annual Financial Planning and Investment Advisory Fee |
|---|---|
$0 - 399,999 | $450/mo |
$400,000 - $1,000,000 | 1% |
$1,000,001 - $2,000,000 | 0.75% |
Over $2,000,000 | 0.60% |
