Investment Management

Can be purchased as a stand-alone service or in conjunction with a comprehensive financial plan. Ideal for clients who want guidance, structure, and a wider range of choices for their investments than is available on their own.

What to expect:

Intake Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Identification of client’s current financial situation, goals, and values.
  • Identification of client’s risk tolerance, time horizon, tax considerations, income needs, and any other special circumstances.

Plan Delivery Meeting:

  • 60 minute meeting, virtual or in-person if local.
  • Explanation of investment recommendations.
  • Identification of action items and prioritized to-do list.

Follow-up Meeting:

  • 30 minute quarterly meeting, virtual or in-person if local.
  • As needed by change in client’s investment plan.

Ongoing Communication:

  • Unlimited email access.
  • Emails and calls for accountability, guidance, or updates as needed.
  • Unlimited access to Access Financial Planning’s investment management technology such as account aggregation and portfolio reporting.

Fees:

  • Investment Management Services can be purchased as a stand-alone service or in conjunction with Comprehensive Financial Planning.
  • Clients who are both Investment Management clients and Comprehensive Financial Planning clients have the investment management fee capped at .5% of assets under management.
  • Investment Management fees are based on the market value of assets under management and are calculated on a tiered fee schedule.
  • Investment Management fees are paid quarterly in arrears.

More Services: 

Financial Quick Start Plan

Quick Start

Comprehensive Financial Plan

Comprehensive Financial Planning

Investment Advice

Retirement Planning