fee-only financial advisor | hello@bwfinancialplanning.com | 303.993.3726
 
beverage-3157395_1920.jpg
 
 

CLEAR. SIMPLE. HONEST.

 

Financial planning and investing can be personal and personable. Finances shouldn’t be scary or overwhelming.

We start with a conversation.

 
 

Service Options

 
fabian-blank-78637-unsplash.jpg

Comprehensive Financial Plan
(Project-Based)

  • Statement of net worth

  • In-depth review of various financial planning topic areas.

    Common topics:
    Creating a spending plan; preparing for life changes like a new home or job; funding college; reviewing employee benefits; making sure you have the proper amount of insurance; and/or planning for legacy

  • Customized financial plan with clear action items

  • Final presentation (2 to 3 hours)

  • 1 month of post-meeting support (email, phone)

Fees:
One-time fee,
starting at $2,000

Fees may vary based on scope and complexity









stil-479024-unsplash.jpg

Retainer Engagement

  • All services included in Comprehensive Financial Plan
    plus

  • Continuous, on-call support as you navigate life transitions and changing financial priorities and goals (email, phone)

  • Accountability to gauge your progress on your action items

  • Meetings at a frequency comfortable for you (at least annually)

  • Access to secure on-line vault for key documents

  • Emergency contact for your power of attorney

  • Coordination with your other professional advisers like your CPA and estate planning attorney

Fees:
Annual retainer fee charged on a monthly basis, starting at $250 per month ($3,000 annually)

Fees may vary based on scope and complexity

j-kelly-brito-67565-unsplash.jpg

Investment Management

  • All services included in Comprehensive Financial Plan and Retainer Engagement
    plus

  • Investment management services based on your financial goals, risk tolerance and time horizon

Fees:
Annual advisory fee
(charged quarterly),
1% of assets under management

Tiered fee schedule available for assets above $1 million.

Fees may vary based on scope and complexity