A finely tuned experience that follows each turn.
The Signature Crafted Wealth Process
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 your highest priority items. This can include:
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rebalancing
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making recommendations on estate planning,
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opportunities for tax-efficiency
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updating insurance
and more (as determined).
YOU GET:
1. Asset Management
2. Clear action plan on simplifying your financial life
3. Support in every step along the way
Year-round Collaboration:
FALL/WINTER
Looking for key tax opportunities and making progress on your goals.
We work on 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 and account preparation.
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.
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Retirement planning
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Social Security timing
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Major purchases and decisions
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Cash flow + budgeting
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Tax planning
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Insurance advice + guidance
WHAT WE CAN WORK ON
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Navigating divorce, inheritance, marriage, and other major life transitions
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Estate planning
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Unique situations and complex challenges