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Financial Planning & Coaching
Grow, manage and preserve wealth with custom designed, objective wealth management strategies at the core of everything we do.
Financial life is much bigger than just investments! We learn what matters most to you- your passion, your vision and goals then help align them with life actions.
We don't time the market, but we do our best to time your needs and plan for them. The planning journey will make sure you’re prepared for everything you want to do.
We are the conductor that keeps everything on track!
Our ongoing planning approach better ensures your future success. We help even if you do not have assets with us to manage. No matter where you are financially- just starting out or near retirement there is an option.
Our collaborative & dynamic process helps
Define vision & goals
Financial Checkup - $650
Physical wellness. Emotional wellness. Financial wellness.
It is equally good to check up and check in on your financial health regularly and especially after major life events. it's a good first step toward ongoing financial planning.
This isn't about beating yourself up or weighing what you should have done. It's about reassessing and recharging to go forward.
A "checkup" will result in a one-page snapshot with net worth and action steps plus access to our financial portal with spending analysis and budgeting tools for one year.
Create a financial inventory & personal net worth statement
Identify big financial concerns
Complete a risk assessment survey & review of current investment allocation
Discuss pressing financial concerns including topics such as organization strategies, prior-year tax return, credit report, employee benefits, insurance coverages, and college savings, etc.
Financial Coaching - $300 First Month / $150 Monthly After*
Ideal for anyone who may already have done some planning and/or wants an advisor on call for monthly advice to help keep them accountable and on track.
* Minimum 6 Months
60 minute initial video or phone conference get to know you meeting
Identify & prioritize financial goals/objectives as well as challenges
45 minute monthly video or phone sessions with a team member to review expenses or answer questions plus unlimited e-mail access.
60 minute semi-annual strategy update meeting via video or phone conference
Unlimited access to online financial portal including budgeting and spending analysis with advisor support.
Financial Planning with Coaching - $200/Month ($500 start up)*
Ideal for individuals and/or families who are going through life changes such as starting a new job, buying a home, having a baby, divorce, or nearing retirement. You want a more in-depth review and proactive strategy.
You will receive:
Creation of statement of financial purpose, a plan and strategy to meet identified goals with clear short term actions steps
Includes: Home purchase analysis, car buy vs lease, analysis of employer benefits, Estate Planning strategies
*Minimum 12 months.
90 minute initial get to know you meeting (video conference, phone conference, or in-person) - understand personal & financial circumstances
Identify & prioritize financial goals/objectives as well as challenges - choose what's most important to you!
Examination of current financial picture including net worth, cash flow, investments accounts, asset protection including and insurance gap analysis
60 minute follow up meeting to present plan with recommendation and action steps
30 - 45 minute monthly check-in sessions via video or phone conference
60 minute semiannual strategy update meeting to asses goals and progress
Unlimited access to online financial planning portal including budgeting, spending analysis and financial planning tools with advisor support
Advanced Planning with Coaching - $300/Month ($500 start up)*
Our concierge service includes all in base Financial Planning plus tax prep & in house investment management! This is designed for those interested in a full in-depth analysis of their financial situation including budgeting & spending, asset & income protection, wealth accumulation, and estate planning strategies.
This also includes: tax return reviews, social security claiming strategies, college financial aid strategy support from our network and more.
*Minimum 12 Months
90 minute initial get to know you meeting (video conference, phone conference, or in-person)
Identify & prioritize financial goals/objectives as well as challenges
Examination of current financial picture including net worth, cash flow, investments accounts, asset protection including and insurance gap analysis
Estate planning strategies including recommendation/collaboration with estate planning attorneys with guidance/reviewing POA, healthcare proxy, will and trust options
Oversight of investment accounts held at other institutions
Investment management of assets held with SDA Wealth Strategies/American Portfolios up to $150,000
Preparation of basic federal and state tax return if needed (value of $500)
30 - 45 minute monthly check-in sessions via video or phone conference
60 minute quarterly strategy meetings to reassess progress