Our Services
Comprehensive Planning
Financial advice needs to be comprehensive – covering all the key areas below – to maximize its usefulness. Without the implementation and accountability role an advisor serves, even the best plan may come up short.
Optimize Equity Compensation and Tax Outcomes
Investment Management
Insurance, Estate Planning, Budgeting and Beyond
New Client Process
1
Get To Know You Call
Book your initial 60-minute call to see if we’re a good mutual fit.
We'll gather key data and decide when to meet again to review your free 1-page overview.
This call is zero commitment and zero cost to you.
2
1-Page Overview & Decision
If you’re a good fit, we’ll do one more 60-minute meeting.
We'll meet to review your 1-page financial overview. This will give you a feel for how we work with you.
This is also zero commitment and zero cost to you.
3
Choose Plan & Onboard
If you decide to work with SWP, you would pick the service option that best fits your needs and onboard as a new client.
Packages & Pricing
We know needs differ, so we offer two options designed around our comprehensive planning philosophy:
Option #1: Comprehensive Financial Planning
Designed For:
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Clients seeking an all-encompassing financial advisory arrangement
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Best for those with a more complex financial profile
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$6,000 per year (advice only)
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Ongoing investment management can be added: additional 0.35% fee for assets managed
Option #2: Financial Wellness
Designed For:
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Clients earlier in their careers and with standard planning needs
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Best for those with a less complex financial profile
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$4,000 per year (advice only)
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Ongoing investment management can be added: additional 0.35% fee for assets managed
Plan Details
