Comprehensive Financial Planning
$200 to $800 per month depending on complexity. $750 Onboarding fee (post Service Agreement).
Here’s what it looks like to comprehensively plan with us:
- Complimentary Introductory meeting / call / video call. Typically, about 30 minutes to start understanding your needs and to determine if we are a good fit to help you.
- Discovery meeting / call / video call. We’ll discuss your background, goals, and dreams. This will define the target if you decide to move forward with us.
- Getting organized. We’ll gather the data needed to analyze your financial life.
- Analysis and plan development. Based on your needs, we’ll help you fully understand your current financial strengths and develop adaptable plans to help you achieve your goals.
- Implementation and ongoing planning. We will assist you in plan implementation, then work through our ongoing service calendar to cover your evolving needs.
* Please note that we do not require that you allow Winged Wealth to manage your investments. Many clients prefer to “keep their hands on the throttle and stick” rather than delegate investment management. Winged Wealth understands and is ready to assist.