WealthStarter
So what's included?
WealthStarter was specifically created for those at the beginning of their wealth building journey.
Basic Financial Planning
This isn’t as boring as it sounds – it’s pulling together all the moving parts of your financial life into one, cohesive plan.
Automating Saving & Investing
Automated Debt Payoff
Personal Support
Investment Management
We focus on long-term results and portfolios should be invested according to evidence rather than speculation.
Tax-Loss Harvesting
Automated Rebalancing
Auto-Adjusting Portfolios
Goal-Based Allocations
WealthStarter
So what's the process?
We charge a monthly fee and take a percentage of the investments that we manage for you. No hidden costs or commissions.
Free Assessment
Before you ever decide to do business with us, we want to show you the value that we can provide. We offer you a free financial assessment and answer your most important financial questions.
1
Develop Your Plan
If we decide that we're a good fit, it's our job to figure out what's most important to you. Then, we develop a plan of action that you'll actually stick to in order to achieve those goals.
2
Implement Your Plan
Once the plan is created, we stick by your side to make sure you're doing that things to get to where you want to go. We'll be there every step of the way when you need it.
3
Review & Make Updates
Your plan is never going to be perfect because life changes, and that's okay. For this reason, your plan is flexible, so we can make changes as your life and goals change as well.