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Process

Process


Step 1:

Introductory Phone Call


During our initial 30-minute phone call, I will ask you to describe your financial situation. I will assess how my financial planning process will help you. Should my services appear to fit your needs, we will schedule an in-person “get acquainted meeting."

Step 2:

Get Acquainted Meeting


Our get acquainted meeting is an opportunity for us to delve further into your financial goals and objectives. If we decide to move forward, I will provide you a checklist of additional information needed to begin developing your empowerment roadmap. At this time a $1,500 deposit will be due.

Step 3:

Goal Setting and Data Verification Meeting


During this in person meeting, we will review the information you submitted via your secure client portal. We will discuss your goals and objectives. The purpose of this meeting is to clarify your data and what you need to achieve in order to take control of your financial destiny.


Step 4:

Empowerment Roadmap Presentation Meeting


During this meeting I will present your empowerment roadmap. We will review and discuss each component of your plan and the recommendations. At the end of the plan presentation full payment of the balance of your fee is due.

Step 5:

Empowered Wealth Management


Once your empowerment roadmap is completed, you can choose to take advantage of my all-inclusive service. I provide a full suite of financial planning and investment management services. As a client, we will meet throughout the year to make sure you stay on track.


Our Transparent Fees


Empowerment Roadmap


The fee for creating your empowerment roadmap is $3,000, with $1,500 due upon engagement and the remaining $1,500 due upon completion of your plan.

Empowered Wealth Management



$3,000

+

.75%*

of assets managed


The annual fee for our empowered wealth management services is based on a fixed annual financial planning fee plus a percentage of total assets managed.

* The asset management fee is reduced as managed assets rise over $2 Million.

The minimum quarterly empowered wealth management fee is $1,250. The annual financial planning fee is waived for managed assets of 1 Million and above.


Schedule a Phone Call