Our Services

What is Comprehensive Financial Planning?

 

At Soaring Wealth, we focus on comprehensive financial planning, and believe that every aspect of your finances needs to work together in order for you to reach your goals.

 

We start by reviewing your assets, debt and cash flow, and then have in-depth discussions with you about your short-, medium- and long-term financial goals.  After we build this framework, we prepare detailed analyses of your portfolio, tax situation, and estate plan in order to ensure that each of them are optimized and working in harmony toward achieving each of the goals that you have set.  When trade-offs are required, we walk you through the different options and key implications so that you can make the best possible decisions for your family.  Going forward, that framework will be updated to reflect your progress toward your goals, and will serve as a foundation for making additional decisions as your circumstances changes over time.  

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Services Offered​

Ongoing Financial Planning Services

Who Is This For?

Ongoing services are best for people with complex planning needs who need support throughout the year to implement their plan and monitor it to ensure they remain on track toward achieving their goals, as well as having a professional “on call” to address any new issues as they arise. 

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What’s Included?

Stage 1

Over the course of two meetings, we’ll go through the process outlined above, building a framework and preparing strategic analyses to help you realize your goals.

 

Stage 2

Once the initial plan is completed, we’ll meet twice a year for ongoing updates, cash flow, investment and tax planning analyses, and more. 

 

In addition, we are available on an ad hoc basis to address any new questions as they arise.

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How Much Does It Cost?

$1,000-2,000* upfront planning fee to cover the cost of initial plan preparation and ongoing annual fee of $4,200-9,000, paid in monthly installments of $350-750.*

* Based on the complexity of your situation

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Portfolio Management Services

There is a fee of 0.5% assets if you have less than $500,000 in your portfolio.

 

Alternately, if you have more than $500,000 in managed assets, we offer a tiered fee schedule in lieu of the annual planning fee:

 

1st $500,000 assets – 1.25%

$500,000 - $1M – 0.60%

$1M - $5M – 0.40%

Above $5M – negotiable

Hiking in Nature

One-Time Financial Plan

Who Is This For?

Our one-time financial plan is perfect for individuals who want a strategy and clear roadmap, with the intent to implement and monitor the plan themselves. 

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What’s Included?

Over the course of two meetings, we’ll go through the process outlined above, building a framework and preparing strategic analyses to help you realize your goals.

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How Much Does It Cost?

$2,400-4,000, based on the complexity of your situation.

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Portfolio Management Services

We offer a tiered fee schedule:

 

1st $500,000 assets – 1.25%

$500,000 - $1M – 0.60%

$1M - $5M – 0.40%

Above $5M – negotiable

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Hourly Services

Additional services are offered at $200 per hour, with scope to be agreed upon in advance.

 

Tax Preparation Services

Click here for a referral to our sister company, Steuern & Taxes LLC.  Separate fees apply.

Soaring Wealth LLC (“SW”) is a registered investment adviser offering advisory services in the State of Vermont and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SW, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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