Manage My Money Plan
This plan is perfect for people who want help with investments along with a comprehensive financial plan.
What You Get:
Unlimited meetings with Dave to:
- Manage your investments using time-tested, long-term strategies paired with the best current thinking among institutional money managers.
- Create your RightCapital Retirement Plan to firmly answer the question, “Have I saved enough for retirement?”
- Develop and implement your prioritized action plan to keep you focused on the actions that will make the biggest impact on your personal finances with the least amount of effort on your part.
What It Costs:
- Starting at 1% of assets managed
- Tiered pricing for assets over $1 million
- ($400,000 minimum)
Manage My Money FAQ’s
Are you a fiduciary advisor?
Yes, I’m a fee-only fiduciary financial planner, which means I’m legally obligated to put your needs first. No commissions and no hidden fees means we’re genuinely a team – I manage your money just like I manage my own money.
What credentials do you hold?
How do you invest and manage money for your clients?
We are not “set it and forget it” money managers. We use proven long-term investment strategies paired with a daily analysis of over 75 technical indicators to actively manage client portfolios. This enables us to capture most of the upside that markets have to offer, while side-stepping meaningful fractions of market downturns. We do this by dynamically managing position sizes in stocks, fixed income, precious metals and crypto as warranted by prevailing conditions in financial markets.
What do I get with this plan other than help with my investments?
What if I don't meet the minimum investment required by this plan?
If you are just looking for help with investments and not comprehensive planning, you can start with as little as $50,000. I can answer any other questions you have on an hourly basis with this arrangement.
What It Costs:
- Starting at 1% of assets managed
- Tiered pricing for assets over $1 million
- ($400,000 minimum)
• The $400,000 minimum is required to be eligible for investment management paired with comprehensive financial planning services.
• The minimum is reduced to $50,000 if you want to give our stand-alone investment management service a try without comprehensive financial planning.
Together We Will
Select investments on your behalf that reflect your goals, planning horizon and risk tolerance.
Create multiple retirement plan scenarios that look at the impact of varying your age of retirement, spending in retirement and incorporating goals like travel, passing money along to children or pursuing other passions and interests.
Incorporate tax planning, estate planning and Social Security planning elements to protect the wealth you have accumulated.