Sudden Financial Transitions
These service offerings help people who lose a spouse and need to quickly take over their family finances.
What You Get:
There are two service packages for people experiencing sudden financial transitions.
Option 1:
Organize My Finances
- Cost: $1,500
- A three meeting package with Dave to make sure the bills are getting paid, ensure you have money set aside for large, unexpected expenses and help you understand the "job" of each of your investment accounts.
Option 2:
Organize and Plan My Finances
- Cost: $3,000 - $5,500
- A five meeting package with Dave to not only organize your finances (as listed above) but also provide you with a Retirement Plan and overall Financial Plan encompassing all cash flow, tax, estate and insurance elements of your personal finances.
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.