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PLANNING

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Dollar Bills

Financial Planning and Business Planning

 Building Real Wealth doesn't have to be a mystery. Together, we’ll holistically turn your financial questions into confident, strategic decisions in these financial planning areas.

Cash 
Flow

Uncover the power of your cash flow.

Develop a strategy to

leverage your debt.

DEBT
MANAGEMENT

Investments

Design a diversified, cost-conscious portfolio to help your money grow effectively.

Maximizing your employee
benefits
: We ensure you're taking
full advantage of valuable
employer-sponsored plans,
strengthening your financial
security.

EMPLOYEE
BENEFITS

Take full advantage of valuable employer-sponsored plans.

Navigating your risk: We help
you plan for unexpected events
and life changes with risk and
insurance planning, providing
peace of mind and enabling you
to weather storms.

INSURANCE/
RISK

Plan for unexpected events and life changes.

Creating an education funding
strategy: We explore diverse
funding options to grow your
education fund tax-efficiently and
ease the pressure of future tuition
costs.

EDUCATION 
FUNDING

Explore diverse

funding options.

Preparing you for a comfortable
retirement: We help you
determine your desired lifestyle,
calculate the necessary income to
sustain it based on your
investments, and develop a
sustainable, tax-efficient
withdrawal strategy.

RETIREMENT

Prepare for a comfortable lifestyle.

Designing your estate plan and
protecting your legacy: We guide
you through estate planning,
ensuring your assets are
distributed according to your
desires and providing security for
future generations.

ESTATE
PLAN

Grow and protect your legacy.

Structuring your charitable
giving
: We explore various
strategies like donor-advised
funds or charitable trusts to
maximize your tax benefits and
align your values with impact

CHARITABLE
GIVING

Integrate strategies and vehicles aligned with your values and intent.

Empowering you with
generational wealth
strategies: We invite open
communication to facilitate
meaningful conversations with
you about your family’s
financial and legacy plans and
equip you with tools and
strategies for generational wealth.

GENERATIONAL
WEALTH

Empower you and your family to engage in meaningful conversations and planning.


WEALTH
MANAGEMENT
FEES


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The Real Wealth Coterie Your Guide
Financial Planning

Our flat annual wealth management fee reflects our unrelenting focus and fiduciary responsibility in guiding your Real Wealth Journey. This retainer-based client fee encompasses consistent and ongoing services and starts at:


$5,500 for Individual
$8,500 for Couples
$15,000 for Business Financial Planning


Our annual retainer service for Individuals and Couples includes discretionary investment management of investable assets up to $400,000 by the firm on an ongoing basis. An asset under management (AUM) fee will be assessed at 0.75% for investable assets above $400,000.

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