Wealth Management Wealth management is a lot more than just managing money! It is all about managing a lifestyle that you enjoy! Our process is not complicated or full of jargon you don't understand. It i s all about you! See what we offer: Personal interview to learn about your lifetime vision and goals. (Your "Bucket List") Create a discovery agreement (Everything you told us to make sure we are chrystal clear about what you want to accomplish!) Prepare a Roadmap for you to follow and let's us keep you on track every quarter! Our fees: Full detailed plan with ongoing quarterly reviews: $5,000 Retirement Palnning: $2,500 Modular planning: minimum of $1,000 plus a la carte fee for specific module. NOTE: Fees are subject to change.