Financial decisions occur every day in our lives. Are you making the proper decisions for your family and your future? Ongoing planning services will allow you to partner with a financial professional who can guide you through each decision.
Working with us is not going to be the typical financial advisor experience. We will work together on every aspect of your financial life. 401k’s, college savings, debt management, and retirement planning are just a few examples of the issues that you face in life. We will perform all these services while keeping your tax bill in mind. Our clients will become lifelong partners. We will continue to develop your plan together as life changes and your financial needs change with it.
Here is a list of the services provided by Foundations:
Financial decisions occur every day in our lives. Are you making the proper decisions for your family and your future? This service involves working one-on-one with a planner over an extended period. By paying a fixed monthly fee, clients get to work with a planner who will help them to design their plan. The planner will monitor the plan, recommend any changes, and ensure the plan is up to date. Your plan will cover nearly every aspect of your financial life. It will allow us to see what adjustments can be made to have the greatest impact on your life. Comprehensive planning will include the following services.
Starting at $150/month, On boarding Fee of $500 (Fee can be split over two months)
Investment Management is offered to both planning and non-planning clients. Non-Planning clients will be required to have a one-time information meeting because we don't feel that proper investment decisions can be made without knowing the client's whole financial picture and goals. This includes taxes. Too many investment plans create issues when it comes to tax time. We offer this service to ease the burden of choosing your own investments. Our investment philosophy can be found below and it highlights our commitment to your long-term goals. This structure allows us to provide investment services without requiring certain asset levels from clients. There are going to be ups and downs in the market, and nobody knows when it will happen. However, we will establish investments that you understand and are comfortable with no matter what happens.
Annual fee of 0.75% of Assets under Management (0.50% for Comprehensive Planning clients), On boarding Fee of $500 (Can be split over two months)
Setting goals has proven to make a significant positive impact on your life. These goals are more than just saying we want to achieve 10% gains in the market. Anyone can set goals like that. Our mission is to define goals based your most important values. We will analyze the issues that you are dealing with and decide what to focus on. Everyone values different things. The outcome will be a purposeful plan that works toward the lifestyle you want to achieve.
Starting at $750
Unfortunately, financial struggles are one of the most common reasons for divorce in the United States. Get started off on the right foot by getting organized together. Do you want to have a joint checking account? Do you have debt, and which one should be focused on first? What will your tax return look like after you're married? This plan will cover the financial struggles that most newlyweds deal with in the first few years. Planning can take place before marriage, right after, or a few years down the road if you and your spouse still struggle on what works best.
Starting at $500
We believe that everyone can learn enough from books and websites to handle finances on their own. However, there are usually a few topics that you just can't understand or need help choosing the right path. We can help you out. This service is as simple as it sounds. We will schedule a phone call or virtual meeting that gives you the opportunity to ask questions that you need answered. We want everyone to succeed financially. This gives us the opportunity to give you a professional opinion about your specific situation.
Starting at $99
Not ready to hire an advisor? That doesn't mean you can't get organized. Follow this link to start working on your own plan. You can create a free account to track your net worth and start a personal budget. Click below!