Services & Fees
Comprehensive wealth management and financial planning with no minimum investment threshold — because you’ve got big plans and want to start making progress now.
Schedule a Complimentary ConsultationPersonalized Financial Support
At Intentional Wealth Partners, you won’t find a minimum investment. Simply stated: Your goals and what you can accomplish with your money shouldn’t be dictated by an arbitrary number that you’re able to invest. Your goals are no less valuable if you can’t meet a minimum investment amount!
Together, we’ll look at investment options and I’ll make recommendations for you based on what you can invest now. Then, as your wealth grows, so can your plan! I’ll be with you every step of the way so you don’t have to worry about flying solo with your investment options.
What We Can Do Together
Comprehensive financial planning: optimizing investments, debt management, tax planning, real estate analysis, career planning, retirement planning, and more.
Comprehensive Financial Planning
Financial planning services include but are not limited to recommendations regarding investments, business planning, insurance, tax efficiency, retirement planning, college funding, and debt management. Ongoing financial planning consists of an upfront fee of $500-2500 and a monthly fee ranging from $200-900. Pricing is based on the complexity of your finances and goals.
Investment Management
We create an investment policy statement for you based on your goals and objectives. Fees for investment management services are based on the value of total assets under management and range from 0.65%-1.5%.
Financial Empowerment Coaching
Financial empowerment coaching is for those who need assistance getting their finances in order before investing in more comprehensive wealth management services. It includes an evaluation of your current financial situation and an action plan to move forward.
What’s a Fee-Only Financial Planner?
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest with the fee structure to support it. Whether you have a lot of money to invest or are just starting to think about what financial security you’ll need, you can have access to the peace of mind you’ll get when you have a supportive financial planner in your corner. (I just hope you don’t mind a little dog fur in that corner!)
