Packages
Financial planning is for everyone, not just the wealthy. Proper planning now can foster peace of mind, both today and in the future. Whether you are building for the future or seeking to preserve and enjoy the wealth you have accumulated, Foothills Financial Planning can help you along the way. Foothills Financial Planning offers two packages, for people with different goals, and who are in different stages of life. Both options include a complete financial plan, if desired.
Wealth Management
- Wealth Management is an ongoing engagement with a financial advisor.
- Is this right for you? Wealth Management is an ongoing engagement that is best for people who are looking for a professional partner to help them grow their wealth.
- Cost: Billed quarterly as a percentage of managed assets or fixed quarterly fee. Minimum $600 per quarter.
Wealth Building
- Wealth Building is an ongoing engagement with a financial advisor.
- Is this right for you? Wealth Building is an ongoing engagement that best fits Gen X and Gen Y professionals with solid incomes that are early in the process of building wealth and are looking for a professional partner to help them grow their wealth.
- Cost: Billed monthly at a rate starting at $200 a month. Minimum one-year contract.
