Initially, we’ll talk — in person, over the phone, virtually – whatever works for you. We’ll discuss your needs, goals, and your vision for the future.
We’ll spend some time figuring out if a partnership feels like a fit. No pressure. No cost. No worries.
If we decide to move forward, we’ll schedule planning sessions and then begin our work together. In the beginning, we’ll meet more frequently, and then, once we’re more established in our planning, we’ll set a schedule for the frequency of meeting—whether that’s quarterly or more often.
You’ll have unlimited access to me on email for the simplest or most complex questions. I use the highest quality technology available to keep you feeling connected.
Remember, we’ll tackle all aspects of your financial life: from cash flow to tax planning to managing your investments. For more information, read more about financial planning.
At Thinking Big, our values are simple. I believe this process should be educational, easy-to-understand, and collaborative. I want you to know that you have an advocate watching out for your best interests. As a “fiduciary,” I make sure you always come first. Period.
If you find out you’re having a baby, or want to explore options to build a family, Thinking Big Financial will be there. If you’re looking at buying a dream beach house, or inherit some money, or decide to change careers, we aim to be among the first you call.
Throughout our work together, you will feel more connected to the money in your life, and more grounded in the vision of the life you want to live.
Fees for financial planning and investment management are based on how much money you earn and your net worth (meaning all your assets minus your debts). Here’s how I calculate fees:
The fee is subject to a minimum annual fee of $5,000 for individuals and $7,000 for couples households. So in other words, if your calculated fee comes out below that level, the fee is set at the minimum ($5,000 or $7,000 depending if you are an individual or couple). Fees can be paid in monthly or quarterly installments.
Example: Let’s say you’re an individual and you make $300,000 and have $500,000 of net worth. Your calculated fee would be:
Fees include all financial planning and investment management services.
© Copyright – Thinking Big Financial | 928 Broadway, Suite 807 New York, NY 10010
