Build on purpose...

The Ultimate Blueprint

A Lasting Legacy

For any budget 

Service Models and Pricing

All service levels begin with a free discovery meeting. Included in all service levels is a Gap Analysis and Risk Review that covers each of the seven elements of personal financial planning:

  • Retirement/Financial Independence

  • Risk Management (Insurance) Planning 

  • Estate Planning (Review Documents)

  • Education Planning as needed

  • Tax Planning (Tax Returns)

  • Investment Planning and Portfolio Design

  • Cash Flow Analysis

Careers at Family Wealth Builder

Builder

Service Level One:

Builder Blueprint

$250 Monthly Subscription Fee

— Getting Started/Onboarding Phase

  1. Discovery and Expectations Conversation (90 Minutes)
  2. Smart Client Portal (MoneyGuidePro)
  3. Data Gathering and Collaboration
  4. Consolidated  Account Aggregation

—  CFP® Review and Recommendation Phase:

  1. Fiduciary Fee Review
  2. Portfolio Analysis (up four accounts $250k aggregate)
  3. Monte Carlo Simulations
  4. Social Security Optimization as needed
  5. Pension Maximization as needed
  6. Health Care Cost Analysis

— Monitoring Phase

  1. Dedicated CFP® Professional
  2. Monthly Coaching Call (60 Minute join.me)
  3. Quarterly Review as needed for life events
  4. Annual Review Meeting (90 Minutes)
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Planner

Service Level Two:

Planner Blueprint

$500 Monthly Subscription Fee

— Getting Started/Onboarding Phase

  1. Discovery and Expectations Conversation with Spouse (90 Minutes)
  2. Smart Client Portal (MoneyGuidePro)
  3. Data Gathering and Collaboration
  4. Consolidated  Account Aggregation

—  CFP® Review and Recommendation Phase:

  1. Fiduciary Fee Review
  2. Portfolio Analysis (any number of accounts up to $2,000,000 aggregate)
  3. Monte Carlo Simulations
  4. Social Security Optimization as needed
  5. Pension Maximization as needed
  6. Health Care Cost Analysis

— Monitoring Phase

  1. Dedicated CFP® Professional
  2. Monthly Coaching Call (60 Minute join.me)
  3. Quarterly Review as needed
  4. Annual Review Meeting with Spouse (90 Minutes)
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Partner

Service Level Three:

Partner Blueprint

$1500 Monthly Subscription Fee

— Getting Started/Onboarding Phase

  1. Discovery and Expectations Conversation with Spouse (90 Minutes)
  2. Smart Client Portal (MoneyGuidePro)
  3. Data Gathering and Collaboration
  4. Consolidated  Account Aggregation

— Family Legacy Building Phase

  1. Family Wealth Workshop (6 Hours with Family)
  2. Family Wealth Purpose Statement (90 Minutes)
  3. Family Legacy Summit (6 Hours with Family)
  4. Family Legacy Video (Includes up to 25 Minutes)

—  CFP® Review and Recommendation Phase:

  1. Fiduciary Fee and Advisor Performance Review
  2. Coordination Meeting (with Financial Advisors)
  3. Comprehensive Gap Analysis/Risk Review
  4. Findings, Observations, Clarification Meeting (90 Minutes)
  5. Blueprint Strategies and Recommendations Meeting (90 Minutes)
  6. Implementation and Coordination of Strategies and Solutions
  7. Portfolio Analysis (unlimited)
  8. Monte Carlo Simulations
  9. Social Security Optimization as needed
  10. Pension Maximization as needed
  11. Health Care Cost Analysis

— Monitoring Phase

  1. Dedicated CFP® Professional
  2. Consolidated Performance Quarterly Review (60 Minutes)
  3. Annual Review Meeting with Spouse (90 Minutes)
  4. Monthly Coaching Call for Family Members (60 Minute join.me)
  5. Monthly Coaching Call for Financial Advisory team
  6. Weekly Mentoring Meetings (30 Minutes Join.Me)
  7. Weekly Coaching Call’s (90 Minutes Join.Me)
  8. Annual Review Meeting with Financial Advisory Team (60 Minutes)
  9. Annual or Quarterly Family Meetings (as needed)
  10. Annual Fiduciary Fee and Advisor Performance Review
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