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

$200 - $400
monthly

Financial Planning

Ongoing Financial Planning 

  • Fees range from $200-$400 a month (based on complexity)

  • One-time initial fee of $500

  • Comprehensive financial planning

  • Goal prioritization and implementation

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

  • Cancel anytime

$500
one-time fee 

Quickstart

Jump-start your finances

  • $500 one-time fee

  • Review of top 2-3 planning areas

  • Explore additional financial low- hanging fruit for immediate benefit

  • A series of two virtual meetings

  • Written recommendations

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.