Comprehensive On-going
FINANCIAL LIFE PLANNING
Comprehensive Ongoing Financial Life Planning
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 with 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.
ㅤ♡ Values-Aligned
🛡 Fiduciary
𖡎Behavioral Finance
∞ Ongoing Support
● What to Expect
What To Expect From Our Relationship
We 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?
Comprehensive Financial Plan — Aligned to Your Values
We work together to create a comprehensive financial plan, aligned to your values, attitude towards money, and in connection with your lifestyle.
Tax Review & Strategy
Insurance Review
Employment Benefits
Investment Allocation
Estate Planning Guidance
Retirement Planning
Cash Flow & Income
Adapt Through Life Changes
I help you develop a strategy for your money and adapt it throughout life changes.
Nurture Progress Together
Together, we nurture what is working for you and make changes as you reach desired milestones.
Your Choice of Engagement
You can choose to work with me on a financial planning basis or you can let Wealth-Source manage your assets — asset management is included in the annual retainer.
"By improving your relationship with money, you become empowered to reach your hopes and dreams."
Financial Planning Fees
Individuals
Pay an annual retainer of $4,000; once you reach $350,000 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 $5,400; once you reach $500,000 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.
This Service is For You
You are an individual or couple who want to experience holistic financial planning while empowering your relationship with your finances. You are ready to take the next steps to keep your hard-earned money by optimizing savings, investments, taxes, and goal-tracking.
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.
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INFORMATION
OUR LOCATION
San Francisco Bay Area
Email: Rosario@Wealth-SourceFinancial.com
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