3. Wealth Management
Our Wealth Management program is a comprehensive and holistic approach to your financial well-being. Your initial year differs slightly from renewal years as the primary focus during your onboarding experience is to guide you through the powerful process of goal setting as it relates to your ideal future. As our relationship continues, life transitions will require coordinating and planning of proactive strategies to keep you on course. We will address each unique situation as it arises, and provide financial coaching throughout the year. As part of our ongoing service we also prepare your taxes annually.
FEE: Annual fee determined by income, assets, and complexity of work. Minimum $5,000/year