Finance Future Plan

How do I get started with Finance Future Plan?

Getting started is easy! Schedule a free consultation through our website or call us directly. During this initial meeting, we'll discuss your financial goals, assess your current situation, and explain how our services can help you achieve your objectives. There's no obligation, and we'll provide clear next steps.

What are your fees and how are they structured?

We operate on a transparent fee structure, typically charging a percentage of assets under management (AUM) ranging from 0.5% to 1.5% annually, depending on portfolio size and complexity. We never earn commissions from product sales, ensuring our advice is always in your best interest. All fees are clearly disclosed upfront.

Are you a fiduciary financial advisor?

Yes, absolutely! As registered investment advisors, we have a fiduciary duty to act in your best interests at all times. This means we must provide advice and recommendations that benefit you, not us. We're legally and ethically bound to put your interests first in all financial decisions.

What is the minimum investment amount?

Our minimum investment varies by service type. For comprehensive wealth management, we typically require $100,000 in investable assets. However, we offer financial advisory and retirement planning services with lower minimums. Contact us to discuss your specific situation and find the best service tier for your needs.

How often will we meet to review my portfolio?

We conduct comprehensive portfolio reviews quarterly, with informal check-ins available monthly. You'll also receive monthly performance reports and have 24/7 access to your portfolio through our client portal. We're always available for additional meetings during major life events or market volatility.