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The Earls Financial Strategy Session
1) Financial vitals screening
2) We’ll get to work on your top retirement income plan priority
3) We’ll email you a post-meeting action plan
Past clients have used this for:
- Risk Management Assessment
- 401k Optimization
- Social Security Timing
- Portfolio 2nd Opinion
- Estate overview (will vs trust)
Investment in your future: $500/session -
Customized Wealth Management
1) You’ll get clarity on where you are right now (including your current financial vitals assessment)
2) We’ll explore what’s possible together
3) You’ll receive 1-on-1 help as we create a customized retirement income plan suited to your unique situation
Our customized solution includes investment management, distribution planning, as well as an overview of what we should focus on with estate, tax, and charitable gift planning.
Investment in your future: 0.99% AUM
Big picture, here’s a sketch of what I’m trying to do for you
And here’s how we’ll do it.
Frequently Asked Questions
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Yes - you can book a no-cost, no-obligation Discovery Call.
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The best option for you depends on a number of factors, including life stage, net worth, investable assets, and willingness to make an investment in your future. It’s best to start with a Discovery Call to see if we’re a good fit for each other.
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We’re a fee-only firm. You can get help by selecting a one-time engagement (Strategy Session) or get the full experience (Customized Wealth Management). Either way, we do not accept commissions of any kind and we strive to reduce conflicts of interest when and where we can.
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Investment management is offered with our Custom Wealth Management solution. We custody assets at Charles Schwab.
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The investment philosophy we’ll use will be specific to your situation. We cannot give a prescription without a diagnosis, so it would be premature for us to go into specifics. It’s best to book a Discovery Call for more info.
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No. We work virtually with many of our clients. If you want to come to the office, that’s great. And many of our clients want to sit down face-to-face as we work on a retirement income plan. If not, you’ll find that we can get a lot of work done on the phone and via zoom. I’m also available to meet over a meal if we decide to move forward after a Discovery Call.