Choose Your Plan

1%
managed investments

Wealth Management

Financial Planning & Investment Management

  • Fees begin at 1% of investments managed and tier lower. 

  • Custom portfolios tailored to you

  • Monitor, review, and re-balance 

  • Comprehensive financial planning

  • Goal prioritization and  implementation

  • Minimum of $250K in investments

  • Cancel anytime

$300 - $600
monthly

Financial Planning

Ongoing Financial Planning 

  • Fees range from $300-$600 a month (based on complexity)

  • One-time initial fee of $1,000

  • Comprehensive financial planning

  • Goal prioritization and implementation

  • Investment advisement (client responsible for providing statements and implementing)

  • Cancel anytime

$2,500
starting at

One-time Plan

Develop an actionable plan

  • One-time plans starting at $2,500

  • Develop a plan to make your money work towards your goals in meaningful ways

  • A series of two to three virtual meetings

  • Complimentary investment review

All plans involve working one-on-one with a CERTIFIED FINANCIAL PLANNER™

 

Need more details? Contact us

We are here to assist. Contact us by phone, email or schedule a call on our calendar.

PRO-BONO PLANNING

If you are currently experiencing financial hardship you are not alone.  GuidePoint offers pro-bono (no cost) financial planning to families who have been adversely affected by the coronavirus or who have had their income eliminated or reduced for any reason.  Please click here if you are interested in learning more about how we may be able to work together.