How it works
Our onboarding process is very thorough and includes four separate 45-minute calls, typically over the span of several weeks.
Our Process
Step 1- The Discovery Call
The first step is to have a high-level discovery call in which we will talk about goals, concerns, past experiences, expectations, family dynamic, etc. At this time, we will also start to get your accounts synced up and organized with our financial planning software, Elements Financial Planning. This call helps us make sure that the plan we put together fits in with your unique needs.
Step 2- The “Getting Organized” call
After you've provided the needed information and added as many accounts as you can, we'll hop on another call to talk through all of your different accounts, their purpose, your plans with them, etc. We’ll also talk through your monthly spending so that we all have a clear understanding of your cash flow.
Step 4- The “Risk Tolerance Questionare and Investment Call
When we are ready to open up new accounts and move money, we'll walk through our firm's investment philosophy and strategy, determine your risk capacity and tolerance, and select portfolios for your different accounts.
Step 3- The “Explore your possibilities/ Financial Rollout” call
This call will analyze and evaluate your current financial status and look through other items. At this point, we will outline the plan together, determine strengths and weaknesses, and help fill in the gaps.
Pricing
Entry Level
For Associates & small, early-career practice owners whose portfolio is smaller and less complicated.
Investment fee + $0-295/month.
$495 Initial Strategy Fee*
Established
For established practice owners with established investments.
Investment fee + $0-495/month.
$1995 Initial Strategy Fee*
advanced
For large or multi-location practice owners with larger investment needs and more complicated financial outlooks.
Investment fee + $0-795/month.
$2995 Initial Strategy Fee*
* Initial strategy includes building dashboards, preparing your personal net worth statement, gathering data from your other service professionals, making an upfront diagnosis, and delivering a formalized plan.
Investment Management Services
Our advisory fee is based on the market value of the assets under management and is calculated as follows:
