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.