This is a great quote that accurately describes true financial planning and advising in our opinion. Planning is continuous and comprehensive. It’s also coordinated and transparent. Speaking of transparency, here’s how we work with clients:
We offer a comprehensive financial planning package where we analyze your situation. Then we develop recommendations for you and help you implement those recommendations over a 3 month period. This program fee starts at $4,500 for 2020.
Our Second option is an ongoing, comprehensive “family office” style planning relationship. We cover our “10 Deliverables” through our 115+ point checklist every year to help you make sure you are optimizing your money. This program starts at $7,000 for 2020.
Who is a good client match to work with us?
Typically our clients:
- Are delegators. They understand that discretionary time is the most valuable asset in the world and prefer to delegate financial matters to a competent team of professionals so they can enjoy doing more of the things they want to be doing. We worry about the money so you don’t have to.
- Are Realistic. Our clients want to hear the truth from us no matter what. Our clients are also intellectually and emotionally mature, and do not watch **insert annoying financial TV show name here” and allow news or other people to push them off their disciplined plan.
- Are Responsible. And they understand the catastrophic results that come from poorly planned financial decisions. And they know that taking unnecessary risk puts their financial life in jeopardy.
- Enjoy Simplicity. They appreciate the simplicity of having one ‘financial CEO’ that reports to them and coordinates their financial life under a simple fee arrangement.
Ready to Talk About How to Get Started in Financial Planning?
Insisting on a Fiduciary Relationship
Not sure if working with a financial planner is right for you?
Chris Grande, Walnut Hill Advisor’s firm Principal created a handy guide called 5 Questions to Ask When Deciding to Hire a Financial Advisor.
This guide will help you through the process of deciding whether to work with an advisor or not. And if it does make sense, the guide shows you what kind of relationship might suit you best. The guide is free and will save you a boat load of time!
Request the guide by clicking HERE.
Get All of our latest disclosures and Privacy Notice in our public Google Drive folder by clicking WHA Public Disclosures.
Financial Planning – How to get Started!