Strategic Pathways
Our Strategic Pathways process is designed to give you the best possible life with the money you have. It’s a six-step approach rooted in one-on-one, hands-on meetings.
This is an informal, complimentary meeting (virtual or in-person) to get to know each other and learn about your life goals.
Schedule A Complimentary Meeting
We dig deeper into financial data and reports to analyze current investments, insurance solutions, risk tolerance and outline ways to add value.
We will pinpoint what your retirement goals are and how we can work to achieve them through custom plan design.
Plan Design Fee
With a personalized wealth blueprint, we will determine ways to deliver on your unique short-and long-term financial goals.
At this stage we are setting up accounts, initiating asset transfers, addressing risk management solutions and communicating with your CPA and attorney to establish estate, tax and retirement plan goals for you.
Advisory Fee Schedule
Your plan is in place, and you’re staying involved as much (or as little) as you wish. Either way, our team will manage your plan’s performance and maintain routine communication as your life and needs evolve.
Get Started TodayOur Fees
Our financial planning services begin with a one-time plan design fee which includes an analysis of your financial situation and a custom financial plan.
If you decide that we’re the best fit to manage your investments, a percentage-based fee allows us to continuously manage your portfolio and evolve personalized recommendations over time. The relationship continues on as we act as advocates for you as needs change through the course of life.
Get started with a complimentary consultation today.
Contact UsPlan Design
$1,500 - $5,000
* One-time fee. Pricing may vary based on individual complexity.
| Portfolio Assets | Advisor Fee* *Maximum % shown |
|---|---|
| $0 - $499,000 | 0.95% |
| $500,000 - $1,000,000 | 0.75% |
| $1,000,000 - $2,000,000 | 0.65% |
| $2,000,000 - $5,000,000 | 0.55% |
| $5,000,000 - $10,000,000 | 0.45% |
| $10,000,000+ | 0.25% |
Our Team
The Focus On Success team is experienced in all areas of financial planning and completely dedicated to our clients’ unique and ever-changing needs. Our diverse backgrounds allow us to provide a holistic approach to your long-term financial strategy.
