Wise Wealth©
Wise Wealth is a comprehensive financial life planning process.
We begin with an introductory discussion of your expectations, and answer any questions you may have about the process. After this time together I will provide an assessment and fee estimate for the work we will be doing together. You will be given homework.
At our second meeting we will enter into a formal agreement, and receive the first quarterly fee.These next meetings will be intensive, two hour sessions scheduled within the next several weeks. We will be working to sharpen the focus of your vision, assemble the necessary financial data, and develop specific actions and objectives for you. After these meetings you will receive a summary, a financial plan with specific recommendations, and guidance in the implementation process. Moving through this initial process usually takes several weeks.
Next, review meetings are scheduled on a quarterly basis. These meetings may be by phone, online, or in person. Throughout the year any additional meetings, calls or e-mails are encouraged, expected, and included in the quoted fee. Our minimum fee is $5000 and covers the life planning work, follow-on meetings, any coordination with other advisors, investment planning, and on-going advice and consultation throughout the year.
Our final meeting is an annual in-person in-depth review and typically is the culmination of the year’s efforts.
If you are interested in scheduling an exploratory meeting, please download the Three Questions the Client Service Agreement and the ADV Part II. Then to begin the inquiry process, schedule our initial appointment, either VIRTUALLY or IN PERSON.
We begin with an introductory discussion of your expectations, and answer any questions you may have about the process. After this time together I will provide an assessment and fee estimate for the work we will be doing together. You will be given homework.
At our second meeting we will enter into a formal agreement, and receive the first quarterly fee.These next meetings will be intensive, two hour sessions scheduled within the next several weeks. We will be working to sharpen the focus of your vision, assemble the necessary financial data, and develop specific actions and objectives for you. After these meetings you will receive a summary, a financial plan with specific recommendations, and guidance in the implementation process. Moving through this initial process usually takes several weeks.
Next, review meetings are scheduled on a quarterly basis. These meetings may be by phone, online, or in person. Throughout the year any additional meetings, calls or e-mails are encouraged, expected, and included in the quoted fee. Our minimum fee is $5000 and covers the life planning work, follow-on meetings, any coordination with other advisors, investment planning, and on-going advice and consultation throughout the year.
Our final meeting is an annual in-person in-depth review and typically is the culmination of the year’s efforts.
If you are interested in scheduling an exploratory meeting, please download the Three Questions the Client Service Agreement and the ADV Part II. Then to begin the inquiry process, schedule our initial appointment, either VIRTUALLY or IN PERSON.