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Ongoing Retainer Services

Wealth Management

After completing your financial plan, many clients experience shifts in their financial situations and goals, inspiring them to seek a long-term partnership with us. Our wealth management retainer services are designed for those determined to bring their financial plan to life with continuous support. Clients enjoy 24/7 access to their account portal, the flexibility to schedule ad-hoc meetings as needed, direct communication with our team, and personalized guidance to implement plan recommendations. Additionally, we update your financial plan as frequently as agreed upon or requested, ensuring it evolves alongside your life’s changes.

Personal Financial Planning

Together, we craft a comprehensive financial roadmap tailored to every aspect of your personal financial situation and goals. This collaborative process empowers you to preserve and grow your wealth efficiently over time.

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Financial Plan Implementation

This is the process of bringing your financial plan to life and ensuring every detail is executed accurately. We’ll guide you through each step of your plan’s recommendations, walking alongside you to make it a success.

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Financial Portal

You’ll gain access to a secure financial portal, offering a clear blueprint of your financial plan. This powerful tool lets you monitor all your accounts, share documents, and access additional features to stay in control of your financial journey.

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Financial Plan Updates

As your financial situation evolves over time, we’re here to keep your plan current. By regularly updating and refining your financial plan, we ensure it continues to enhance your long-term financial success.

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Ongoing Communication

Effective communication is essential for long-term success. When financial goals or circumstances shift—altering your plan—we’ll be there to guide you through the changes with clarity and care.

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Have any questions

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Do I need to go through the financial planning process (service) first, before becoming a wealth management client?

Yes, all new clients begin with our financial planning services before transitioning to wealth management. This ensures a strong foundation for your financial journey.

What are your wealth management fees?

Since every client’s financial situation is unique, our wealth management retainer fees vary accordingly. Fees are established after completing the financial planning process and reflect the complexity of your specific circumstances. Typically, these services range from $600 to $1,200 per year, with flexible billing options available monthly or quarterly.

Who are your typical wealth management clients?

Our typical wealth management clients include high net worth individuals and families, professionals (such as executives, doctors, and dentists), retirees, and beneficiaries of inheritances—all of whom have completed our financial planning services.

Can I schedule an in-person meeting?

Yes, we are happy to meet you in person if you are located in Austin, Texas.