The Best part of working with a Financial Life Planner and a Fiduciary professional is that you get support in designing a lifestyle that is aligned to your personal values while working towards your financial goals. I believe that by improving your relationship with money, you become empowered to reach your hopes and dreams. This gives you freedom to enjoy today’s pursuits without living in the past or worrying about the future.
What To Expect From our Relationship:
First, you and I learn about you. What is your current relationship with your finances and what are your hopes and dreams? What are your expectations about our time together?
Then, we work together to create a comprehensive financial plan, aligned to your values, attitude towards money, and in connection with your lifestyle.
Tax Review and Strategy
Investment Allocation Recommendations
Insurance Review (life, auto, home, and umbrella)
Estate Planning Guidance
Employment Benefits
Retirement Planning
Cash Flow and Income
I help you develop a strategy for your money and adapt it throughout life changes.
Together, we nurture what is working for you and make changes as you reach desired milestones.
You can choose to work with me on a financial planning basis or you can let Wealth-Source manage your assets as it is included in the annual retainer (more information below)
How Much Does It Cost?
Individuals pay an annual retainer of $3,000; once you reach over $300,000 in assets under my management, we switch to 1% of AUM. This percentage decreases after $1,000,001 in AUM.
Couples pay an annual retainer of $4,200; once you reach over $420,000 in assets under my management, we switch to 1% of AUM. This percentage decreases after $1,000,001 in AUM.
There is an initial one-time fee of $1,000, which covers some of the extra work during the initial phase.
Who might benefit from this service?
Individuals or couples who want to experience holistic financial planning while empowering their relationship with their finances. Wealth-Source focus on you and your personal approach to financial decision making. You get empowered by reaching the S.M.A.R.T. short-term goals you set; I will guide you through this journey by implementing psychology and behavioral finance approaches for a larger personal joy and financial well-being.
