We believe the financial industry has traditionally been eager to advise people only once they have accumulated significant wealth. We want to change that with our new Perennial Plan, which makes it affordable to get sound financial advice now on money issues that that will affect your future. You’ll be empowered to take control of your finances so you can face life changes and decisions confidently, with a plan suited to your lifestyle, goals, and values.
Our month-to-month model gives you consistent access to our financial advisors, so you will have regular support and trustworthy, informed answers to your questions on a wide range of topics.
Here’s how it works.
Our first meeting is always free. We like to have twenty-minute consultations to get to know each other and provide you with any answers or information you need to decide if you’d like to work with us. If you choose to subscribe, we’ll use our second meeting to gather additional information, sign our consulting agreement form, start organizing your financial information, and determine our next steps together.
As a subscriber, you’re entitled to 15 minutes of one-on-one advice each month. We can have one formal meeting, or touch base throughout the month, depending on your schedule and style. You’re welcome to call us or schedule a web meeting to talk through and work on whatever you need. We’ll make sure you have any materials needed for the meeting and will follow up with any information or tools we discussed. Our advisors will also be available to you via e-mail to answer ongoing questions during the month to keep you on track. We want our community to remain engaged and learning. As a subscriber, you’ll receive regular e-mail communications with personal finance advice, interesting articles, and webinars and videos by our team and other organizations.
How it’s different.
We are fiduciaries in this capacity, which means we put your best interest first. We are fee-based, so our recommendations are detached from any consideration of commissions, fees, etc. Our month-to-month model gives us the flexibility to build a program unique to your goals, questions, and schedule. We understand that you may have assets in different places. We look at the full picture and put all of your financial information in one place to ensure that you have a streamlined plan for the future. Our ultimate goal is to make managing your finances easier than ever.
Affordable & contract-free.
This program is $60 a month, charged on the 15th of the month. There is no contract and you can cancel anytime. If you cancel during the month, your membership will expire at the end of that month (we are not able to provide a prorated refund for the remainder of the month). At our second meeting, we can go through the simple online form to get you set up on auto-pay. Besides the payment form, the only other paperwork we require is the signing of our “Wealth Management Consulting Agreement”, which we will walk you through.