Your WealthKeel Plan includes
A five-to-ten page, easy to understand financial plan, summarizing the good, the bad, and your “to-do” list.
We’ll provide analysis, recommendations, and ongoing support on:
- Financial Wellness: Cash Flow, Debt Management (student loans, credit cards, personal loans), Net Worth, Emergency Funds and Life Planning for Your Goals
- Investment Planning/Management
- Insurance & Protection Planning
- Retirement Planning/Outlook
- Education Planning
- Tax & Estate Planning
You will receive access to our modern web interface, WealthHarbor. Here you can view your entire financial world with a single click, including both WealthKeel and outside accounts.
Four-to-six startup meetings and two review meetings each year:
- Each review meeting will have a list of items that we continually monitor and update each year as part of your customized service calendar.
- Available by phone and email as needed.
$1,500 - $5,000 One-Time Plan Creation Fee* + Ongoing Annual Subscription:
Ongoing Annual Subscription
|Assets Under Management||Financial Planning Fee||Investment Management Fee|
|$0 - $200,000||$2,400 Annually ($200/month)||0.0%|
|$200,001+||Waived||1.00% & Lower|
*One-time plan creation fee varies based on complexity.
The fee structures outlined above are our current guidelines and are subject to change.