The Financial Coach Client Experience
The Financial Coach Client Experience
The Financial Coach Client Experience
You’ll face many life changes and big decisions throughout your retirement.
We’ll help you manage your investments, coordinate your financial life, and help you enjoy every step of your journey.
As a Financial Coach client, you can expect:
Proactive Planning Engagements
Q1
FOUNDATION BUILDER MEETING
Plan for what’s on your radar: goals, potential changes, concerns
Review and adjust Your Retirement Paycheck strategy / Investment Playbook
Q2
TAX TOUCH POINT
Tax time letter with 1099 checklist to prepare you for tax filing
Coordinate with your tax professional, if necessary
Q3
PROGRESS SESSION
Discuss updates, review changes, and celebrate progress
Revisit action plan for outstanding items
Q4
LEGACY BUILDER MEETING
Review wills, beneficiary designations, insurance
Discuss gifting opportunities and year-end planning strategies
The Benefits of a Coach
Clarity
Know where you stand and what you’re doing
Organization
Clean and updated financial picture
Action
Transforming plans into progress
Coordination
With tax, legal, and insurance professionals
Harmony
Aligning financial decisions with personal priorities
You’ll face many life changes and big decisions throughout your retirement.
We’ll help you manage your investments, coordinate your financial life, and help you enjoy every step of your journey.
As a Financial Coach client, you can expect:
Proactive Planning Engagements
Q1
FOUNDATION BUILDER MEETING
Plan for what’s on your radar: goals, potential changes, concerns
Review and adjust Your Retirement Paycheck strategy / Investment Playbook
Q2
TAX TOUCH POINT
Tax time letter with 1099 checklist to prepare you for tax filing
Coordinate with your tax professional, if necessary
Q3
PROGRESS SESSION
Discuss updates, review changes, and celebrate progress
Revisit action plan for outstanding items
Q4
LEGACY BUILDER MEETING
Review wills, beneficiary designations, insurance
Discuss gifting opportunities and year-end planning strategies
The Benefits of a Coach
Clarity
Know where you stand and what you’re doing
Organization
Clean and updated financial picture
Action
Transforming plans into progress
Coordination
With tax, legal, and insurance professionals
Harmony
Aligning financial decisions with personal priorities
You’ll face many life changes and big decisions throughout your retirement.
We’ll help you manage your investments, coordinate your financial life, and help you enjoy every step of your journey.
As a Financial Coach client, you can expect:
Proactive Planning Engagements
Q1
FOUNDATION BUILDER MEETING
Plan for what’s on your radar: goals, potential changes, concerns
Review and adjust Your Retirement Paycheck strategy / Investment Playbook
Q2
TAX TOUCH POINT
Tax time letter with 1099 checklist to prepare you for tax filing
Coordinate with your tax professional, if necessary
Q3
PROGRESS SESSION
Discuss updates, review changes, and celebrate progress
Revisit action plan for outstanding items
Q4
LEGACY BUILDER MEETING
Review wills, beneficiary designations, insurance
Discuss gifting opportunities and year-end planning strategies
The Benefits of a Coach
Clarity
Know where you stand and what you’re doing
Organization
Clean and updated financial picture
Action
Transforming plans into progress
Coordination
With tax, legal, and insurance professionals
Harmony
Aligning financial decisions with personal priorities
Annual Advisory Fee Schedule
Our advisory fee is based on assets under management (AUM) and follows a tiered structure.
First $1 million of AUM
1.25%
Next $1-2 million
1.00%
Next $2-3 million
0.75%
Next $3-5 million
0.50%
Above $5 million of AUM
0.10%
Advisory fee is customizable based on unique client circumstances.
Annual Advisory Fee Schedule
Our advisory fee is based on assets under management (AUM) and follows a tiered structure.
First $1 million of AUM
1.25%
Next $1-2 million
1.00%
Next $2-3 million
0.75%
Next $3-5 million
0.50%
Above $5 million of AUM
0.10%
Advisory fee is customizable based on unique client circumstances.
Annual Advisory Fee Schedule
Our advisory fee is based on assets under management (AUM) and follows a tiered structure.
First $1 million of AUM
1.25%
Next $1-2 million
1.00%
Next $2-3 million
0.75%
Next $3-5 million
0.50%
Above $5 million of AUM
0.10%
Advisory fee is customizable based on unique client circumstances.