At Family Wealth Builder, we offer 3 Service Levels which each include:
Our Service Packages
$250/ monthly
- Getting Started/Onboarding Phase
- Discovery and Expectations Conversation (90 Minutes)
- Smart Client Portal (MoneyGuidePro)
- Data Gathering and Collaboration
- Consolidated Account Aggregation
- CFP® Review and Recommendation Phase
- Fiduciary Fee Review
- Portfolio Analysis (up four accounts $250k aggregate)
- Monte Carlo Simulations
- Social Security Optimization as needed
- Pension Maximization as needed
- Health Care Cost Analysis
- Monitoring Phase
- Dedicated CFP® Professional
- Monthly Coaching Call (60 Minute join.me)
- Quarterly Review as needed for life events
- Annual Review Meeting (90 Minutes)
FREE RISK ANALYSIS
$500/ monthly
- Getting Started/Onboarding Phase
- Discovery and Expectations Conversation with Spouse (90 Minutes)
- Smart Client Portal (MoneyGuidePro)
- Data Gathering and Collaboration
- Consolidated Account Aggregation
- CFP® Review and Recommendation Phase
- Fiduciary Fee Review
- Portfolio Analysis (any number of accounts up to $2,000,000 aggregate)
- Monte Carlo Simulations
- Social Security Optimization as needed
- Pension Maximization as needed
- Health Care Cost Analysis
- Monitoring Phase
- Dedicated CFP® Professional
- Monthly Coaching Call (60 Minute join.me)
- Quarterly Review as needed
- Annual Review Meeting with Spouse (90 Minutes)
FREE PORTFOLIO ANALYSIS
$1500/ monthly
- Getting Started/Onboarding Phase
- Discovery and Expectations Conversation with Spouse (90 Minutes)
- Smart Client Portal (MoneyGuidePro)
- Data Gathering and Collaboration
- Consolidated Account Aggregation
- Family Legacy Building Phase
- Family Wealth Workshop (6 Hours with Family)
- Family Wealth Purpose Statement (90 Minutes)
- Family Legacy Summit (6 Hours with Family)
- Family Legacy Video (Includes up to 25 Minutes)
- CFP® Review and Recommendation Phase
- Fiduciary Fee and Advisor Performance Review
- Coordination Meeting (with Financial Advisors)
- Comprehensive Gap Analysis/Risk Review
- Findings, Observations, Clarification Meeting (90 Minutes)
- Blueprint Strategies and Recommendations Meeting (90 Minutes)
- Implementation and Coordination of Strategies and Solutions
- Portfolio Analysis (unlimited)
- Monte Carlo Simulations
- Social Security Optimization as needed
- Pension Maximization as needed
- Health Care Cost Analysis
- Monitoring Phase
- Dedicated CFP® Professional
- Consolidated Performance Quarterly Review (60 Minutes)
- Annual Review Meeting with Spouse (90 Minutes)
- Monthly Coaching Call for Family Members (60 Minute join.me)
- Monthly Coaching Call for Financial Advisory team
- Weekly Mentoring Meetings (30 Minutes Join.Me)
- Weekly Coaching Call’s (90 Minutes Join.Me)
- Annual Review Meeting with Financial Advisory Team (60 Minutes)
- Annual or Quarterly Family Meetings (as needed)
- Annual Fiduciary Fee and Advisor Performance Review
FREE GAP ANALYSIS