Wealth Foundations Solutions

SERVICES

Foundations Review

The Beginner

Just starting your career and want to build your financial foundation?

The DIY

Confident in managing your finances as a DIY investor but want a professional review to validate your approach?

The Cautious

Considering a financial advisor but unsure if the benefits of financial planning outweigh
the fees?

Considering a financial advisor but unsure if the benefits of financial planning outweigh the fees?

The Uncertain

Tired of your current advisor but hesitant
to switch? Don’t let past experiences hold you back.

Tired of your current advisor but hesitant to switch? Don’t let past experiences hold you back.

If you resonate with any of the above,
the Foundations Review service may be right for you. Let's talk.

If you resonate with any of the above, the Foundations Review service may be right for you.

SEND AN EMAIL

For a low, flat, one-time fee, the foundation review service can help reduce the guess work and give you direction

Start the journey

Not sure where to begin with your finances or how to approach it? The Foundations Review service can provide the clarity and direction you need to kickstart your financial journey.

Close the gaps

Test Drive

Experience the difference

For a low, flat, one-time fee, the foundation review service can help reduce the guess work and give you direction

Start the journey

Not sure where to begin with your finances or how to approach it? The Foundations Review service can provide the clarity and direction you need to kickstart your financial journey.

Close the gaps

Test Drive

Experience the difference

For a low, flat, one-time fee, the foundation review service can help reduce the guess work and give you direction

Start the journey

Not sure where to begin with your finances or how to approach it? The Foundations Review service can provide the clarity and direction you need to kickstart your financial journey.

Close the gaps

Test Drive

Experience the difference

Foundations Review Process

01.
Explore & Share

Learn about the service and explore mutual fit.

Share your vision, goals, challenges, and concerns.

Learn about the service and explore mutual fit.

Share your vision, goals, challenges, and concerns.

02.

Initiate the Review

02.

Initiate the Review

Sign the Foundations Review agreement

Upload documents to initiate the review.*

Sign the Foundations Review agreement

Upload documents to initiate the review.*

Sign the Foundations Review agreement

Upload documents to initiate
the review.*

03.
Learn from the Review

03.
Review Meeting

Gain insights about your current plan and gaps

A report summarizing your situation, gaps, and opportunities for planning will be provided

Gain insights regarding
your current plan and gaps to address

A report summarizing your situation, gaps, and opportunities for planning will be provided

*Includes review of: (i) Cash flow management and allocation, (ii) Debt management, (iii) Insurance coverages, (iv) Education funding strategy, (v) Current investment holdings & strategy, (vi) Employer benefits, (vii) Current tax saving strategies, (viii) Retirement income needs, including a review of retirement accounts and deferred compensation plans (ix) Current estate plan and gaps

FEE STARTING FROM

$750 (Individuals)

$1200 (Couples)

After completing the foundations review, clients can request a deep dive into a specific area of their finances for a flat fee or an hourly rate.

SEND AN EMAIL