Your vision is Our vision
Work With Advisors Who Are Independent and Objective. Our focus, first and foremost, is on our clients’ needs. There is no incentive for us to sell particular products or services. Nor are we tied to working with any particular investment managers.
To qualify for CFP® certification requires engaging in rigorous coursework, passing a 10-hour exam, and meeting continuing education requirements. In addition working with a CFP® ensures that fees for services are transparent.
I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio.
What Does a Fortune Financial Group CFP® do for You?
Our Engagement Process:
Call Our Office or got Online to book an initial no cost or obligation appointment. Prior to meeting complete our Peace of Mind Indicator and Confidential Data Questionnaire, these will be mailed to you.
1st Meeting is a mutual interview where we can ask Questions to one another to help decide if we think we might be a good fit to work together. No cost or obligation.
Prior to the second meeting you will be email a link to our planning website with a personal logging. You will go online and follow the guided information gathering process and input your family information, assets, liabilities, goals, wants and wishes.
At the 2nd meeting we will go over your input in detail. This is the meeting where I get the opportunity to explore the stories about what you have, why you have it and what you want to accomplish going forward. By the end of this meeting we mutually decide if we want to work together. This is no cost or obligation to go through this process. We will go over the terms of our Agreement and sign if we decide to work together.
At this point, I will draft your initial financial plan. It will focus on aligning your money with your unique goals.
We will go over your initial plan and recommendations at out third meeting. We will also coordinate your implementation plan, discuss your desire for the frequency and form of future review meetings, in person or online, and introduce you to Everplans, our life organization software to compliment your financial plan.
Lets Get Started
One Hour Consultation
Life Planning Month to Month
Life Planning Full Year
$250 Per Hour
$1800 + $150 a month after
Our Best Value
For an annual fee of $2,500 (payable to FFG): “unlimited service” financial planning retainer for the fiscal year from which point they signed their Agreement. In certain situations this fee may be negotiable and a different offer may be defined based on the prospective client’s situation. In this case, it would be spelled out in the client Agreement.
Investment Accounts of $250,000 or more that FFG is managing and charging an asset management fee.
All financial planning services are included in the asset management fee.
Areas of Financial Planning – Investment Management Fees
An asset based fee, ranging from 0.25% to 1.0%, will be charged in advance for the asset management service.
The fee will be a percentage of assets monitored, payable quarterly. Fees will be calculated as follows:
Asset Management Fee Schedule – Assets Under Management (AUM) Annual Fee (% of Assets)
$100,000 to $1,000,000,00 1.0% (.25% per quarter)
$1,000,000 to $2,500,000 0.75% (.1875% per quarter)
Greater than $2,500,000 0.50% (.125% per quarter)
These fees Negotiable: AUM fee for special circumstances as determined by FFG.
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