You deserve confidence about your financial future.
✓ Your input matters
Let’s build a financial blueprint based on what you want.
✓ Feel secure
I’m fee-based and a fiduciary—your needs always come first.
✓ Enjoy financial freedom
Confidently live the life you choose to live.
I’m Melinda, Financial Advisor for Women,
Providing Financial Planning & Investment Management.
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1. ONE TIME FINANCIAL PLAN- $3,000*
Interested in a one time engagement? Consider this option.
Go through our 5-Step process and receive a Comprehensive Financial Plan covering:
Cash flow /budgeting analysis Tax Planning
Retirement/Pivot Planning College funding ideas
Protection Planning Investment Analysis/Recommendations
Student Loan Analysis** Estate Planning**
Get a strategy for your specific planning needs by scheduling a complimentary consultation here.
Step 1-Gather: Using our state of the art financial planning tool we will organize your financial data.
Step 2-DIscover Meet with us for a Discovery Session where we identify your values, financial motivations and goals.
Step 3-Develop: Receive an actionable plan giving you a solid path toward your financial goals.
Step 4-Execute: Receive help over the next three months with implementation of your recommendations.
Step 5-Monitor: We will monitor your plan and provide updates.
*Base Package based on $250/hr. 12-hour minimum.
**One-time extra expense
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2. FINANCIAL PLANNING WITH INVESTMENT MANAGEMENT
Interested in a long term relationship? For ongoing financial advising with investment management, consider this option.
The fee for this service is an annual fee based on your assets under management; however, it is a Graduated Fee. This means your cost won’t increase every time your assets grow; instead, you graduate to a new tier once you hit the top of the previous tier.
Includes:
Comprehensive Financial Plan (see above).
Risk tolerance Assessment
Selecting Investments that support your values, risk, and goals.
Coordinating account transfers
Proactive Cash Management-making sure your cash is working its hardest.
Annual Rebalance of your portfolio.
Tax Loss Harvesting
Annual Update to your Financial Plan.
Assets Under Management Fee Tiers*
Less than $250k- $3000.00 per year
$250k-500K— $3000.00 per year
$500K-$750k— $5000.00 per year
$750k-1 million —$7500.00 per year
1 million Plus- $10,000.00 per year
*Fee waived for one quarter with a paid financial plan from Option 1.
1. Schedule a free consultation
I want to learn more about you and where you want to gain confidence and clarity.
2. We’ll create a succinct, workable plan
I’ll gather your financial information so you can see the big picture and a clear plan for the future.
3. Know your future is secure
As you follow your wealth plan, you’ll feel confident in your future.
After working together, I hope you’ll say…
I can trust my instincts.
As your financial advisor, I’m committed to educating and empowering you to be in the driver’s seat of your finances as much as you’d like. After all, it’s your money.
I have what I need to pursue my dreams.
Your vision for your future is yours and yours alone. I’m committed to ensuring you have what you need for the future you desire.
I’m in control of my wealth.
As your financial advisor, I help your voice be heard throughout this entire process. You are empowered to make decisions about your future.