Curated Financial Plans and Ongoing Advice Designed with You in Mind 

Your personalized financial plan involves working with your trusted wealth dream team to review, analyze and implement your financial plan while keeping your goals at the core. These areas include:

• Cash management and debt payoff strategies
• Maximizing employee benefits
• Building wealth for short and long term goals
• Generational wealth and intentional investing
• Protecting your wealth through estate planning strategies
• Business planning, succession planning
• And more!

Here is what to expect in our first year together:

• First 6 months - our goal is to focus on building and implementing your customized plan.  This can take up to 4-5 meetings depending on the complexity of your situation. You will receive a summary of each meeting as well as recommendations. 
• Second 6 months - our wealth team will check-in with you to address any changes you may have, adjust your plan as needed and ensure that we're checking off our action items. 

After our first year, we keep the long-term momentum going with ongoing service and advice.  This includes check-ins throughout the year, a once-a-year Annual Review and an open line of communication by text, email and phone.

Wholistic Financial Planning & Strategies

Much like a subscription to your favorite places to help you be your best self, we offer our MWC Financial Wellness Membership to help you in your wealth journey.  Your membership includes a customized, comprehensive financial plan as well as ongoing advice and service.  It is renewed every 12 months and may change at the discretion of your advisor depending on your financial goals, situation and expectations -- details will be discussed with your advisor before any changes are made.  You have the option to pay for your membership as an annual lump-sum or a monthly auto-draft.

The best part of our membership is that there is no minimum amount in investable assets required to work with us on a sound financial plan.  

Comprehensive Financial Planning & Advice with Portfolio Management Combo

In addition to a comprehensive financial plan and ongoing financial advice, Modern Wealth Collective® offers investment and portfolio management.  We take into consideration your financial goals, your risk tolerance and time horizon to construct and manage portfolios to make the most of your money.  With a starting minimum of $350,000 in investable assets, you have the opportunity for professional investment management and a trusted wealth team to ensure that your portfolio stays aligned with your goals.  This means that you get a comprehensive financial plan as described above, have a team approach to managing your money and ongoing support for years to come.

Here are some additional notes to consider:

• The Annual Advisory Fee percentage is assessed on the total value of the portfolio each year with the cost coming directly from the investments and paid out each quarter. We may offer a different schedule at our discretion based on your individual financial situation.
  
• Your MWC Membership is waived when your Assets Under Advisement reach $350,001 or more.  The Annual Advisory Fee may change at the discretion of your advisor depending on your financial goals, situation and expectations -- details will be discussed with your advisor before any changes are made and are typically re-evaluated once a year.
  
• All new clients who move forward with our Comprehensive Financial Planning & Advice with Portfolio Management service have a one-time “Get Started” investment of $499 to cover initial Onboarding costs of the first year.
  
• An hourly or flat rate may be applied for any additional meetings that require one hour or more of time outside of the scope of work of your financial plan. Additional rates with other service professionals may apply and are subject to their discretion.