Wealth Mode Planning
Ongoing Services
$125 - $500 /month
Continuously monitor your finances and get advice for everything in your life.
Includes semi-annual meetings, open email and text support, year-round touch points for your investments, taxes, and other , and self-scheduled extra check-in calls.
Quoted in advance based on needs and complexity.
Designed to be affordable and appropriate for your needs and situation (see pricing examples below).
Monthly billing begins after the completion of a Financial Plan service.
Keep your plan current and receive ongoing advice.
Follow through on action items.
Stay on track toward financial independence.
How it Works
Start with a Financial Plan.
Before starting ongoing financial planning services, you must first complete a Financial Plan service. If you commit to ongoing services in advance, your Financial Plan will be discounted about 20% off your quoted amount compared to a One-Time Financial Plan.
After we finish the the Financial Plan meetings, you’ll start your monthly billing for Wealth Mode Planning ongoing services.
Semi-annual meetings.
Every year we will hold two main Semi-annual meetings to make sure that we are proactive about your situation and handle important life decisions as they arise.
We’ll check on the progress on any financial to-do items we’ve assigned to you, and you’ll update us on changes in your life, job, or goals.
Task Reminders.
In today’s busy world, it’s too easy to procrastinate. And sometimes, that extends to your finances.
By using the RightCapital mobile app, you’ll get push notification reminders about important financial Tasks that we assign you based on our meetings and email conversations.
Unlimited email and text support.
Message us any time if you need help or clarification on tasks you’ve been given, or if you have a question come up. We’ll often respond back to your questions or inquiries with personalized video messages to be as clear and detailed as possible.
Self-schedule service calls as needed.
Sometimes, it’s better to converse about an important topic rather than communicate over an email or text chain.
Service Calls are extra “mini check-ins” in between your two main semi-annual meetings. You can self-schedule them straight from the Clients page of our website.
Additional service touch points.
Most people tend to underestimate how much work goes into maintaining and monitoring a financial plan.
Based on your situation, there will be other touch points we will provide support or updated advice on each year:
Annual net worth check reports
401(k) and investment account rebalance or allocation instructions
Student loan IDR recertification
Employee benefits open enrollment window
End-of-year tax planning
Ready to book your Free Intro Call?
Pricing Examples
-
Recent College Graduate / Single Professional
- $90,000/year income
- 401(k) and Employee Benefits
- Student Loan Debt of $100,000 or more
$1,200 Financial Plan
$125/month Ongoing Advice
-
Dual Income Couple
- $175,000/year income
- Both have $100k+ student loans
- Two employee benefits programs
- Own home or planning to buy soon
- Optimized savings strategy between 401(k)’s, IRA’s, and brokerage accounts
$2,400 Financial Plan
$220/month Ongoing Advice
-
Business Owner with Family
- $250,000+/year income
- Business owner / self-employed with associated tax planning needs
- Children with college savings goals
- Taxable investments and/or real estate property
$4,000 Financial Plan
$350/month Ongoing Advice