Services

Smart. Simple. Transparent.

Option 1

Ongoing Planning + Investment Management

The service option designed to simplify your entire financial life, freeing you up to focus on what matters most.

Together, we’ll come up with your financial Blueprint.

REWealth will manage your investable assets in line with your goals to help you stay on track.

We’ll walk you through everything. You’ll have unlimited support and regular check-ins to make sure you’re on the right path.

How it works

Onboarding Phase: Year 1, Building your Comprehensive Financial Blueprint

We’ll provide a comprehensive financial plan as the culmination of 5 onboarding meetings:

Introductory call (get to know each other) ⇓
Discovery meeting (get to know your goals and circumstances) ⇓
Get Organized (get to know your current path) ⇓
Explore Opportunities (get to know the possibilities) ⇓
Plan Delivery (get to know your personalized financial success Blueprint) ⇓

Put investing on cruise control with REWealth. We’ll:

Open the investment accounts best suited to your goals (held at Charles Schwab)
Create a custom asset allocation for each goal
Transfer existing assets into these shiny new accounts
Handle the investments and rebalancing

Plan Maintenance Phase: Years 2+, Implementing your Blueprint, Monitoring Progress, and Modifying as Life Happens

We’ll accomplish a ton in the first year, but it doesn’t stop there. Equipped with a plan, the next step is maintenance – staying the course.

We’ll meet regularly, tweak as needed, and remain available for impromptu meetings when life happens. With ongoing financial planning, you’ll always have someone in your corner.

Pricing

Ongoing Planning is a flat $5,000 per year (plus a one-time $1,250 onboarding fee in Year 1)
The separate Investment Management fee is calculated as:

$0 – $500k: 1%

$500k – $2m: .7%

$2m – $5m: .5%

$5m+: .3%

Investable asset minimum for Ongoing Planning clients is $20,000.

Option 2

Ongoing Planning

The service option for the investments DIYer. You’re looking for a plan and an advisor in your corner who can help you implement the plan.

Together, we’ll come up with your financial Blueprint.

We’ll walk you through the entire plan and help you stay on-track over time with unlimited support and regular check-ins.

We’ll advise on asset allocation and you’ll handle the investment implementation and management.

How it works

Onboarding Phase: Year 1, Building your Comprehensive Financial Blueprint

We’ll provide a comprehensive financial plan as the culmination of 5 onboarding meetings:

Introductory call (get to know each other) ⇓
Discovery meeting (get to know your goals and circumstances) ⇓
Get Organized (get to know your current path) ⇓
Explore Opportunities (get to know the possibilities) ⇓
Plan Delivery (get to know your personalized financial success Blueprint) ⇓

Plan Maintenance Phase: Years 2+, Implementing your Blueprint, Monitoring Progress, and Modifying as Life Happens

We’ll accomplish a ton in the first year, but it doesn’t stop there. Equipped with a plan, the next step is maintenance – staying the course.

We’ll meet regularly, tweak as needed, and remain available for impromptu meetings when life happens. With ongoing financial planning, you’ll always have someone in your corner.

Pricing

Ongoing Planning is a flat $5,000 per year (plus a one-time $1,250 onboarding fee in Year 1)

Option 3

Investment Management

The service option for the (semi-) traditional investor. You’ve got a game plan under your belt and have saved diligently, but trading and rebalancing feel like chores you’d rather not manage.

You’ll have unlimited support and occasional check-ins to make sure you’re on the right path.

How it works

For planners and savers who want one less thing to think about.

Together, we’ll come up with a modified Blueprint that focuses on your investment goals, their time horizons, and your risk profile. Then, we’ll create asset allocations to match those goals and handle the rebalancing to help you stay on track.

Implementation will be “tax-aware” (meaning we’ll also advise on asset location). And when it comes time for distributions, we’ll strategize to avoid running out of money in retirement, minimize taxes, and remain compliant when distributions are required.

Pricing