Services
Financial Planning Assessment
- For many people, a simple, but thorough check-up is all that is needed.
- A clear, specific picture of how you are progressing toward your financial goals, and what you might need to adjust to improve your progress.
- This is also a way to "test drive" our services and our team without fully committing a lot of time or transferring financial accounts.
- $500 1-time fee
Proactive Financial Planning
- Our Planning Assessment PLUS...
- A deeper dive into planning as we identify and discuss detailed, controllable ways to improve your situation by:
- Increasing clarity
- Mitigating risks
- Reducing unnecessary taxes
- Eliminating excessive expenses
Choose how to work with us
- $500 per project (there are up to 20) or,
- $7000 for all 20 planning projects
Comprehensive Wealth Management
- Planning Assessment, PLUS
- Ongoing Financial Planning, PLUS
- Investment Management aligned with:
(a) Your Preferences and Risk Tolerance,
(b) Your Unique Goals, and
(c) Timeless Principles of Successful Investing
- $400,000 minimum managed assets per household
- Advisory fees begin at 1.50% and drop to 1%, negotiable above $1.5 million managed
For more information about our firm and the services we offer, please send us an email or call. We welcome the opportunity to speak with you.
advisors@athenaprivatewealth.com | (847) 299-8877