Financial Planning & Investment Management
$6,500 Flat Fee Per Year
(Ongoing Service with Unlimited Access)
When we say comprehensive, we MEAN comprehensive. In addition to managing your portfolio, you get unlimited access to your advisor to discuss everything related to your finances. We will build you a plan and help you implement it then repeat the process as your life changes and new concerns arise.
With this service, you can expect advice about:
Income, Expenses, and Savings
Current Financial State
Charitable Giving
Education Funding
“What if” Scenarios
All of your investments
Legacy planning
So Much more...
A la Carte Plan
$2000-$6000 One-Time Fee
(One-Time Service with 2 Meetings)
The a la carte plan is a great option for those of you who just want a one-time check-up of your financial situation.
You will receive a digital copy of your financial report that includes several recommendations to bring you closer to your desired outcomes. We’ll check-in with you about six weeks after we provide your plan to see if you need any help putting the recommendations into action. Finally, you’ll also get to keep your AnthroFi Dashboard indefinitely going forward.
Fees:
One-time fee ranging from $2,000-$6,000 depending on complexity
Call us to schedule a meeting to discuss if you need any additional services as we may be able to accommodate.
