Uniquely Built For You

Winged Wealth Management and Financial Planning believes that  ongoing comprehensive financial planning is the best way for most people to discover and achieve their objectives.  At the same time, we recognize that everyone’s goals and situations vary, so a “one size fits all” approach doesn’t work.  We will therefore work with you to find the plan that fits your needs, and modify it as required over time.  Here’s how we can help:

Planning Process Graphic

Hourly Rate

$200/hr
  • Complimentary Introductory meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are a good fit to help you.
  • Complimentary meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are the best fit to help you.
  • Evaluate the scope of your concerns and provide an estimate.
  • Data gathering, analysis, planning and delivery of your requirements.
  • Shake hands / bump fists / wave over the internet as you make your decisions armed with the best analysis possible.

Comprehensive Financial Planning

$175 to 500/mo depending on complexity
  • Complimentary Introductory meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are a good fit to help you.
  • Discovery meeting / call / video call. We’ll meet to understand your goals, dreams, and background. This will help define the target so we can begin to plan if you decide to move forward.
  • 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 implementation of any recommendations you choose to pursue, then we’ll begin working through our ongoing service calendar to ensure we cover your evolving needs.

Financial Plan or Project

$500 and up
  • When deciding whether to buy in the Survivor Benefit Plan at military retirement, take the Aviation Bonus or analyze college savings plans, it may be useful to pursue a limited financial planning scope. If you’d like to develop a comprehensive financial plan that you execute without ongoing support from Winged Wealth, this could also be a good fit.
  • This process will be a hybrid of our hourly and comprehensive financial planning process depending on the scope of your needs.
  • We will quote an up-front price including all meetings and deliverables.
  • Upon delivery of your plans, we’ll make sure you’re prepared to execute your plan confidently and be here if you need us again in the future.

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:

  1. 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.
  2. 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.
  3. Getting organized. We’ll gather the data needed to analyze your financial life.
  4. 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.
  5. 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.

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Hourly Rate

$250/hr

This may be a good fit if you’d like to have a limited scope discussion about specific financial issues, or if you’d like analysis of discrete concerns such as your current investment portfolio.

  1. Complimentary meeting / call / video call. Typically, about 30 minutes to start to understand your needs and determine if we are the best fit to help you.
  2. Evaluate the scope of your concerns and provide an estimate.
  3. Data gathering, analysis, planning and delivery of your requirements.
  4. Shake hands / bump fists / wave over the internet as you make your decisions armed with the best analysis possible.
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One-Time Financial Plan or Project

$1,000 & up

When deciding whether to buy in the Survivor Benefit Plan at military retirement, take the Aviation Bonus or analyze college savings plans, it may be useful to pursue a limited financial planning scope.  If you’d like to develop a comprehensive financial plan that you execute without ongoing support from Winged Wealth, this could also be a good fit.

  1. This process will be a hybrid of our hourly and comprehensive financial planning process depending on the scope of your needs.
  2. We will quote an up-front price including all meetings and deliverables.
  3. Upon delivery of your plans, we’ll make sure you’re prepared to execute your plan confidently and be here if you need us again in the future.
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Investment Management

Winged Wealth will perform investment management for comprehensive financial planning clients.  Our fees begin at 1% of assets under management (AUM) and decline as your assets increase.  Depending on your current assets, the AUM fee will be inclusive of the comprehensive financial planning fee.  We do not perform investment management as a discrete service because we do not believe we can best serve you without integrating investment planning into all aspects of your financial life.

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Want to know more? Contact us or schedule a complimentary introductory call.

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