How we are compensated
Complimentary One hour consultation In this initial meeting, we listen to your goals, concerns and financial planning needs. We will discuss which of our services may be right for you and how we will work together to achieve them. Where am I now? Where do I want to be? How do I get there? Take Action
Financial Focus
$395 concentrated one topic analysis
Inheritance
Employer Benefit review
Insurance or portfolio analysis
Debt (mortgage, student loans, ) payoff planning
Financial Planning $995 to $3500 plan $300 to $1000 per quarter
The financial plan provides clarity, guidance and the steps needed to help you reach your goals. When life changes, we will make updates to the plan.
-Consolidate and organize all your financial information. Where am I now?
-Identify your goals and answer all of your questions. Where do I want to be?
-Create your personal comprehensive financial plan. How do I get there?
-We will coordinate the next steps of your plan. Take Action!
-6 month follow-up meeting
-Unlimited access to your CFP
-Annual update of goals and financial plan. How am I doing?
-Online access to your personalized SBI Wealth Portal. A one stop program for all of your financial information.
-No minimum net worth assets required
Investment Management 1% Annual
Individualized portfolio design to meet your goals
Written Investment Policy Statement
Ongoing portfolio management
Consolidated statements
Online account access
Emphasis on tax efficiency
Risk management analysis