What You Get. What It Costs.
WEALTH ACTION PLAN:
Do you want a unique financial plan? What does that mean?
You provide us with as much financial information as you can (we’ll give you a checklist). We will provide a snapshot of your current picture, and more helpfully, suggest the strategy to get you through a range of scenarios that the future may bring.
The process generally covers 3 meetings over several weeks. At the end of this, you will have your unique and in-depth Wealth Action Plan, as well as your One-Page Action Plan.
Best of all, we do this for $2500.
WEALTH ACTION PLAN:
We will guide your wealth, grow your fortune and guard your future as part of an ongoing relationship.
We are a fee- based advisor. What does that mean? Transparency. We don’t make money by trading your account. We won’t sell you products.
We manage your investments, answer questions, provide guidance, deliver results.
The Comprehensive Wealth Action Plan includes rigorous Investment Strategy as part of your Comprehensive Wealth Action Plan.
We are a fee-only advisors. Fees are deducted from your investment results: when you do well, so do we (and if the markets and investments don’t go your way, our fee declines). Your best interests are our best interests.
Fees range from 0.90-1.25% of the assets we manage for you.
Make 2023 the Year
Learn from Terri
Terri Spath, MBA, CFA, CFP® speaks to every mother, daughter, sister, wife, grandmother, aunt and friend with her signature mix of perspective, passion and practical advice. Tap into Terri’s unparalleled knowledge, experience, credentials, and appreciation that for women, money is not the end goal; it’s the means to what it can do.
A Webinar for Women Over 50
Terri has taken all her experience managing billions of dollars for hundreds of people across more than two decades of bull and bear markets to create this exclusive 20-minute presentation packed with practical tips including:
- What is the first step to take before investing?
- The three money mistakes you need to avoid
- A step-by-step guide for getting started toward your unique empowerment plan
- When is the right time to invest? When is the right time to sell?
- Power moves women can take in their 50s and 60s
Here is How We Do It: The Nuts and Bolts.
ASK US YOUR QUESTIONS
First we have a conversation in an Introductory Meeting.
This is the first part of establishing our partnership. We will schedule a 30-minute call (or in-person meeting) to identify your values, goals, priorities, preferences, as well as potential obstacles.
TELL US YOUR GOALS
Do you feel like your current advisor experience may be lacking? Are you overwhelmed with trying to manage your investments on your own? Do you know there are steps you should be taking with your wealth, estate, insurance or taxes, but just don't like dealing with it?
We can help.
DECIDE IF WE ARE A MATCH FOR YOU
We will establish action and priority items by developing a comprehensive assessment of your current financial picture and goals.