Fees & Process
Driven by Excellence and Integrity
How Does This Work?
We first help you envision what your ideal life looks like if money wasn’t an obstacle. From there, we provide recommendations on everything in your financial life and begin guiding your financial journey so you get closer to your ideal life, while also making sure you enjoy the ride.
Our services are for you if most of the following applies to your situation…
- You have young children and/or expecting your first child
- You don't have the time to be proactive with your family's finances. You may enjoy managing your family's finances, but your time is best used in other ways
- You have life transitions on the horizon for you like getting married, growing your family, moving, etc.
- You are a business owner/aspiring to be a business owner in the near future
- You receive stock options/restricted stock through your employer
- You need someone to quarterback communication and make introductions to other experts (CPAs, estate attorneys, life insurance agents, mortgage brokers, etc.)
Where Do You Start?
It all begins with a conversation. We’ll work with you to establish and understand your unique financial goals, then determine the best path to reach them together. Here’s what you can expect from your initial engagement with the Emissary Wealth team:
Confirm We Are A Good Fit.
Discuss How We Can Help.
Schedule a Consultation
Think It Through.
Let’s Get Started On Your Path to Financial Freedom!
Our Ongoing Service Model Process
Financial Planning Fee
Here’s a deep-dive into what our process looks like…
UPFRONT WORK
We start by helping you get to the core of what is most important to you and what you want your money to accomplish for you. We then organize your financial life and provide initial recommendations specifically tailored to your unique money vision.
Client Assets Under Management | Annual Fee Percentage (paid quarterly) |
|---|---|
$0 – $3,000,000 | 1.00% |
$3,000,001 – $5,000,000 | 0.75% |
$5,000,001 – $15,000,000 | 0.50% |
Any amount above $15,000,000 | 0.25% |
Here's how it works after you sign up:
Create Your Money Vision
Organize Your Financial Life
Present Initial Recommendations
Prioritize & Start Implementing Action Items
Review Our Progress
Implement, Monitor, & Adjust
We meet three times a year to make sure you are in good financial health, completing the things you have agreed to, and making the appropriate adjustments based upon changes in your life. The only certainty is that things will change – your goals, your values, your career, etc. and we are here to help you navigate through those changes.
Financial planning is a continuous process instead of a one-time thing. It’s important to set a long-term strategy, but that strategy should be broken into annual goals and adjusted to reflect life’s changes.
Winter Meeting
Unlimited Email & Virtual Support
Fall Meeting
Summer Meeting
Winter Meeting
Unlimited Email & Virtual Support
Fall Meeting
Summer Meeting
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