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3 Choices For Advice and Guidance
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3 Ways I Can Help with Your Retirement Goals
One-time Plan, Hourly Advice based upon need, or ongoing financial planning and wealth management.
- One-Time Financial Plan and or Portfolio Analysis-
This plan is for anyone comfortable managing things on their own but is looking for financial peace mind knowing they are on track to retire and have the right mix of investments for their stage of life and risk tolerance. This is a one-time engagement. You will receive a comprehensive financial plan showing your probability score and portfolio analysis showing a GPA rating score of your investment portfolio powered by Nitrogen Wealth. This service does not include specific investment recommendations.
2. Hourly Fee Based Upon the Need Level.
My fee as a Senior Wealth Advisor and Founder is $350 per hour. This is designed for individuals comfortable managing things on their own but want a smart plan to build their wealth more effectively, make the right decisions at their stage of life, and or know that their financial plan is solid.
Level 1- Approx. 5 hours - Wealth Decisions Plan
You will be provided with a 9-Step Wealth Decisions Plan giving you steps to take in order of importance to help you achieve your most important financial goals whether that is financial independence, financial freedom or peace of mind knowing you can retire confidently on your terms.
Level 2- Approx. 10 hours - Wealth Decisions Plan, Portfolio Analysis, and Investment Recommendations.
Level 3- Approx 15-20 hours- Wealth Decisions Plan, Portfolio Analysis, Investment Recommendations, and Comprehensive Financial Plan.
3. Ongoing Financial Planning and Wealth Management with One Simple Monthly Advisory Fee
This is the most common arrangement I have with clients. The advisory fee is based upon assets under management. Whatever level you fall into, is the fee you will be charged. No confusing tier-based schedule.
The advisory fee covers ongoing financial planning, investment management, and important wealth decisions you will need to make over your financial life.
Since I believe financial planning is an ongoing process, clients will always have access to their financial plan on the RightCapital portal.
To explore the 3 Choices for Advice and Guidance go to:
https://www.momentouswealthadvisors.com
Pre-order my new book "Momentous Decisions: 7 Steps to Better Health, More Wealth, and a Richer Life" at:
https://www.momentouswealthadvisors.com/book
To see what it would look like to hire me as your fiduciary financial advisor go to:
https://www.momentouswealthadvisors.com/newclients
To schedule a Discovery Call go to:
https://www.momentouswealthadvisors.com/contact
Brian D Muller(AAMS©), Founder, Wealth Advisor
Podcast Disclaimer:
The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.
Please note that any federal tax advice is not intended to be used to avoid penalties under the Internal Revenue Code or to promote, market, or recommend any transaction or matter addressed herein. It is important to ensure compliance with the requirements imposed by the IRS and Circular 230.
We strive to ensure that the content published on the Wealth Decisions Podcast is accurate and up-to-date. However, we cannot guarantee the accuracy, timeliness, or relevance of any of the information provided. We are not responsible for any information present on the Wealth Decisions Podcast and disclaim any liability for the accuracy, completeness, or reliability of any information. This includes but is not limited to, any errors, omissions, or misleading or defamatory statements.
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