Our services begin via a wealth planning engagement so that each of our clients has a foundation: a personalized plan that includes stated goals and objectives. This service is offered on a fixed fee basis that depends on complexity of your plan where we engage with you over the course of 12-months.

One time set up fee $1,000 (waived if we manage your investments)
Single: $3,000/annual (monthly payment is available at $297/month)
Couples: $4,500/annual  (monthly payment is available at $397/month)
Families: Additional $1,500 per person (over 18). Each person will have a personal wealth plan.

If you're ready for wealth planning guidance, apply for a FREE 60-minute strategy session to find out if ongoing financial planning is right for you.

The FREE strategy session includes:
➤ 60 minutes of one-on-one on zoom.
➤ A quick assessment of your current financial situation
➤ An action step that you can take right away (whether or not you decide to become a client)

The questions below are personal but they allow us to get a birds eye view of where you are financially, and come to our call prepared to give you great insight and advice. Don't feel shy about your current financial situation, that's why you're reaching out for help!

After you fill out the form below, you will be directed to our calendar to schedule a strategy session.  

We look forward to chatting with you.

The Entrefolio Wealth Team