A finely tuned experience that follows each turn.
The Signature Crafted Wealth Process
WHAT YOU GET:
1. FEE ESTIMATE + PROPOSAL
2. OPEN SPACE FOR initial QUESTIONS
GET ACQUAINTED
A No-Cost Intro Conversation
Before we formally work together, we'll meet to learn about you, and give you a sense of what you can expect from us.
We invite you to share your concerns and goals, and we'll tell you what you can expect from working together.
GET TO KNOW EACH OTHER
A No-Cost Intro Conversation
We'll meet to talk through your questions and concerns, and give you a sense of what you can expect from us.
Working together is a mutual decision, and this meeting gives us all a chance to evaluate.
YOU'LL GET:
1. Open space for questions
2. A fee estimate + proposal
If we move forward:
We'll send an agreement and first invoice, then we'll start our work together.
Learn more about fees here >
FOUNDATION
2 Conversations
Getting a deeper sense of where you are financially, and what matters to you most.
First, we get organized – building your balance sheet, reviewing your tax situation, establishing income sources, and assessing overall financial picture.
Then we talk through your Vision, Values, and Goals to understand how you think about money, and where you want to go with it.
We use this to formulate your ROADMAP.
Your ROADMAP:
We'll present our take on your current situation, and reveal any notable issues to resolve.
YOU GET:
1. Guided money reflection
2. Custom ROADMAP
PLAN INTO ACTION
3–5 Conversations
Making initial moves towards your goals.
Following your ROADMAP, we'll get to work on the most highest priority items. This can include:
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rebalancing
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making recommendations on estate planning,
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tax-efficient opportunities,
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insurance,
and more (as determined).
YOU GET:
1. Asset Management
2. A clear action plan on simplifying your financial life
3. Support in every step along the way
UNDERSTANDING
1–2 Conversations
How do you think about money? What matters to you in life? What do you want to achieve, financially?
We'll explore in a series of guided conversations to bring awareness to values, goals, and overall vision for your life. This gives focus for what we'll work on together.
Your CRAFTED CHASSIS:
We'll present our customized plan for what we think is best, and how we'll get there.
WHAT YOU GET:
1. clarity + understanding
2. custom crafted chassis
WHAT YOU GET:
1. open space for questions
2. handmade financial plan
PLAN INTO ACTION
3–5 Conversations
Making initial moves towards your goals.
Following your CHASSIS, we'll begin moving assets, rebalancing, and making recommendations on estate planning, tax-efficient opportunities, insurance, and more (as determined).
WHAT YOU GET:
1. open space for questions
2. handmade financial plan
PLAN INTO ACTION
3–5 Conversations
Making initial moves towards your goals.
Following your CHASSIS, we'll begin moving assets, rebalancing, and making recommendations on estate planning, tax-efficient opportunities, insurance, and more (as determined).
Year-round Collaboration:
FALL/WINTER
Looking for key tax opportunities and making progress on your goals.
We work towards topics like insurance, estate planning, and tax planning to take advantage of year-end timing.
SPRING
AKA: Tax season.
We help you get ready for your filing and work with your CPA (as needed) to make sure our tax plan is effectively put into action.
For many clients, this makes the process less stressful.
SUMMER
Availability when you need us, monitoring and management while you're away.
We value summer as a time of recharge, while keeping your plan on track.
Our clients typically experience an average of 32 touchpoints per year
(yes, we counted!)
Transparency is an important part of building a relationship. We share our fees openly, and feel confident in the quality and value of our work.
You get:
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2–4 Annual Meetings
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CW Investment Management
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Regular Advisor Access (phone, text, email, video)
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Ongoing plan development
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Coordination with other professionals
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Continual tax planning
YOUR FEE IS BASED ON:
Upon signing our agreement, we'll assess a one-time fee which covers initial setup, account preparation, and our first three months of work.
This fee is typically $3000, but can range higher (or lower) depending on your total assessed annual fee.
(one-time payment)
AND:
Your annual fee is based on volume of assets that we manage, and follows a decreasing percentage with increasing amounts:
Regardless of volume, we charge a minimum of $12,000/year.
(billed quarterly)
We'll assess your total fee after we have a no-cost intro conversation. We determine fees based on complexity as well as volume of assets managed.
We're called CRAFTED for a reason.
We take a lot of pride in our approach to financial planning.
It's a collaborative dialogue, and when done right, can unlock powerful pathways to a life, or lifestyle.
We still marvel at the beauty and impact of a well-crafted, simplified financial life.
What's right for me?
We'll work with you to make a best recommendation for your goals and budget, so you don't need to choose alone.
We'll discover that together.
Our Initial Process
Over two intensive meetings, we’ll get an initial sense of where you are, and what we have to work with:
a. the first meeting
We'll ask core questions, and listen to all of yours.
Our goal is to understand as much as we can about you.
b. the second meeting
We'll share early impressions and learn more about your future goals.
You'll receive:
Investment:
We'll share our recommended best path, and you'll be able to select one of these options:
Learn what to expect:
We're called CRAFTED for a reason.
We take a lot of pride in our approach to financial planning.
It's a collaborative dialogue, and when done right, can unlock powerful pathways to a life, or lifestyle.
We still marvel at the beauty and impact of a well-crafted, simplified financial life.