We Tend To Think About Money Differently
Men often view money as the goal—a symbol of success or status. But you know it’s so much more than that. For you, money is a tool to create security, care for the people you love, and make an impact on the causes that matter most. And because women are three times as likely as men to be widowed in their later years, taking charge of your financial future isn’t just smart – it’s essential for the life and legacy you deserve.
Empowering You To Get Where You Want To Be
Whether you’re seeking ongoing financial planning with portfolio management or simply want to check your bearings before making an important decision, I’ll work with you to create a clear, actionable plan that empowers you to move forward with confidence and intention.
Working Together To Meet Your Goals
Comprehensive Financial Plans are created through a highly collaborative six-meeting process, which usually takes place over six to twelve weeks, and can be done entirely virtually. Retirement Check-Ins can generally be condensed to two to three meetings.
Meeting One
Introductory
In our initial call, we’ll start by getting to know each other to make sure we’re a good fit. We’ll talk about your current situation, if you’re facing any major life events and your top-of-mind concerns. I will share my service offering and pricing and we will discuss next steps.
Meeting Two
Getting-to-know-you
I will learn more about your background, family, and financial history, and we’ll discuss your goals, dreams, and the lifestyle you are striving for in retirement. I will gather your high-level financial data to determine the complexity of your situation and follow up with a fee proposal.
Meeting Three
Engagement
I will guide you through the process of establishing a formal client engagement, introduce you to your client portal, and review engagement expectations and next steps. You will upload your financial documents to the client portal.
Meeting Four
Explore possibilities
At this point, I’ll be consolidating your data and goals to build a clear, comprehensive financial plan. We will confirm that your financial plan inputs are accurately captured and review initial baseline results, allowing us to prioritize goals and explore possibilities.
Meeting Five
Plan presentation
We’ll review your completed financial plan and discuss strategies to optimize your financial position. You’ll receive a holistic, actionable plan you can implement yourself with my guidance.
Meeting Six
Additional Meeting
An additional meeting may be needed for deeper discussions on investment, insurance, and/or estate planning strategies.
Bright Women Pricing
Financial planning fees will depend on the complexity of your financial situation, the scope of the planning engagement, and the level of analysis required.
The fees reflect our typical pricing, and pricing is subject to change. Because each client’s needs and circumstances are unique, actual costs may vary. We will always review and confirm your fee before moving forward change.
For all plan types, half of the fee is due up front, with the remaining half due upon delivery of the financial plan.
Retirement Check-In
Retirement Check-In engagements typically range from $1,800 to $3,000 depending on the complexity of your financial situation.
Standalone Financial Plan
Standalone Financial Plans typically range from $3,000 to $8,000 based on scope and complexity.
Ongoing Financial Planning & Portfolio Management.
A single combined fee is calculated on a tiered, blended basis based on assets under management, with a $10,000 minimum annual fee. Only the assets within each tier are billed at that tier’s rate.
Advisory Fee Schedule
Portfolio Value | Annual Rate |
|---|---|
$0 - $1,000,000 | 1.00% |
$1,000,001 - $3,000,000 | 0.80% |
$3,000,001 - $6,000,000 | 0.60% |
$6,000,001 - $10,000,000 | 0.40% |
$10,000,001 and above | 0.20% |