Partnership

Our Partnership pathway is your comprehensive financial planning solution. We get to know every detail about your situation, priorities, and goals, and develop a plan to provide you the greatest opportunity for success. We work with you to implement each element of the plan and continue to monitor your progress and update your plan on an ongoing basis to keep you on track and address changing needs. Key elements of the Partnership pathway include:

  • Developing a personal balance sheet to help you fully visualize your assets, liabilities, and net worth;

  • Identifying goals such as college funding, a wedding, a second home, or a memorable vacation and creating a plan to achieve them;

  • Determining your retirement aspirations - when you hope to retire and how you would like to spend those years - and ensuring that your plan supports that vision;

  • Reviewing current investments to determine the degree of risk and expected return in support of your objectives and recommending adjustments;

  • Evaluating your options under your employer benefit plans to ensure you are maximizing the benefits you can receive;

  • Analyzing potential barriers such as risk, taxes, debt, and cash flow issues and developing strategies to better align these elements with your aspirations; and

  • Considering any goals that extend beyond your own lifetime and mapping out the potential flow of your remaining assets to heirs or beloved charities.

We will provide you with a detailed, understandable analysis of all of the areas that are relevant to you and outline a clear plan to achieve your goals. We’ll work with you to implement the plan, and on an ongoing basis, monitor your progress and keep you advised of any developments. You’ll have access to view your plan at any time online and model the impact of changes you are considering. Together we’ll review the entire plan annually to incorporate any changes in your circumstances and your vision for the future.

Fees

Partnership fees start at $900 up front followed by ongoing fees starting at $300 per month, depending on the complexity of your situation and needs. Fees for your specific Partnership engagement will be provided in a proposal following an initial Discovery meeting.

Portfolio management is an optional additional service. (See our Portfolio page for details.) However, we believe that your most valuable asset is time and enjoy partnering with clients just beginning to build wealth. We don’t want our fees to be a barrier to getting you on the right path as early as possible, therefore Partnership clients with investable assets under $100,000 receive free Portfolio management.

At WorthWise, we don’t receive any compensation from selling you products or investments. Your service fee is our only compensation. We act as your fiduciary, with your best interests and financial success as our only priority.