ONGOING COMPREHENSIVE FINANCIAL PLANNING

Bar_DividerDesigned for busy people who have a variety of financial concerns and would like to start proactively planning for a prosperous financial future. You desire to work with a tech-savvy planner CFP® who stays current on the financial planning strategies that meet your needs. This service is recommended for individuals and households earning at least $250k+ and/or with minimum investable assets of $500k+. If you fall below these recommended numbers, then you should consider the Foundations of Wealth package instead.

Ideal for:
  • Individuals, Couples, and families entering/planning for a new life-stage or event
  • Anyone generating enough income to pursue multiple financial goals at the same time
  • Anyone seeking access and a long-term relationship with a financial advisor who can advise on many topics on an unlimited basis
What’s Included?
  • 3 to 4 initial meetings in-person (NYC/NJ) or virtually (via video conference) to build and deliver personalized financial plan
  • Assistance & guidance in implementing the financial plan throughout the year
  • 2 to 3 official meetings annually for coaching and checking on your progress
  • Online access to all of your financial planning information with automated reminders of actions to keep you on track
  • Update, monitor, and modify your plan as needed plus unlimited email or phone support for questions that arise throughout the year
  • Working sessions will be augmented by behind-the-scenes time spent preparing, analyzing, and developing recommendations for the client
  • Investment management of your accounts are also included

Fees: Annual fees start at $4500 ($375/mo.) for Individuals, $6000 ($500/mo.) for Couples, and $9000 ($750/mo.) for Business Owners