Our Services

What is Comprehensive Financial Planning, and why is it important?

 

At Soaring Wealth LLC, we believe that every aspect of your finances needs to work together in order for you to reach your goals.

 

With a One-Time Financial Plan, 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. 

 

After completion of the One-Time Financial Plan, if Ongoing Financial Planning Services are selected, that framework will be updated at least annually to reflect your progress toward your goals, and will serve as a foundation for making additional decisions as your circumstances changes over time.  We will serve as an accountability partner to help keep you on track, and address additional issues as they inevitably arise.  In addition, in order to further help you implement your plan to achieve your goals, we offer integrated portfolio management as well as tax preparation services.

Ongoing Financial Planning Packages​

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. 

What’s Included?

Stage 1

Completion of a One-Time Financial Plan - description and fees at right.  Once the plan is completed, we'll decide on an annual service plan, with the monthly fee calculated accordingly.

Stage 2

Generally, once the One-Time Financial Plan is completed, we’ll meet twice a year for ongoing updates, cash flow, investment and tax planning analyses, and more.  Additional options include quarterly meetings and inclusion of tax preparation fees.  The final annual service plan will be agreed upon in advance.

 

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

How Much Does It Cost?

Ongoing annual fee of $4,800-48,000, paid in monthly installments of $400-4,000, based on the complexity of your situation and the agreed-upon annual service plan.

Portfolio Management Services

Clients who participate in SW’s Ongoing Financial Planning Service will be eligible for a discounted Investment Advisory Fee at a rate of 0.50%, based on the market value of the assets under management. 

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. 

What’s Included?

Over the course of 2-3 meetings, we’ll go through the process outlined above, building a framework and preparing strategic analyses to help you realize your goals.

How Much Does It Cost?

$3,600-9,600, based on the complexity of your situation.

Portfolio Management Services

We offer a tiered fee schedule based on the market value of the assets under management:

 

1st $1,000,000 assets – 1.25%

Any additional assets over $1,000,000 – 0.50%

Hourly Services

Additional services are offered at $250-450 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.