Financial advice is changing, and the way it is being offered is evolving. As you navigate your journey, being able to offer your the ability to choose how you want to receive and fund your guidance has become paramount. You can now select how I will help you negotiate your financial endeavors.
Guide
A more traditional fee based relationship where WPFC manages your assets and you have access to all resources and benefits with ongoing monitoring of assets. There will be debt management, cash flow analysis. Family planning will be integrated to care for loved ones, fund college, eldercare, and after life considerations.
1.00% or lower depending on AUM
Concierge
Concierge is often considered top tier service. In reality concierge is usually a one time service. These will be taken on case by case basis, but will include and not limited to debt reduction and budget planning, retirement planning, risk analysis, investment and allocation planning.
$750-$1500 depending on size and scope
