Transparent Pricing
- Plans That Fit Your Style -
Transparent pricing.
Know exactly what it costs for our services.
No surprises.
All prices are spelled out and agreed upon by you before you engage our services.
Unlimited access.
You have unlimited access to us and our technology - at no additional cost.
At IWP, we believe that financial planning is at the core of what we do. That is why we typically like to start with an up front comprehensive financial plan for most of our clients. Although not required, we believe this allows for the most amount of progress to be made in the shortest amount of time. Then, we determine if ongoing advice via our subscription based package or asset management makes sense for you. If you fit our profile in Who We Serve and want to discuss what would make most sense for you, go ahead and schedule a meeting.
Comprehensive Financial Planning
Fee Based
Up Front Fee of 1% of
(Net Worth or Household Income, whichever is Less - Minimum of $1,000. Maximum of $7,500)
Recent inheritance or windfall?
Recently sold a business?
Need to organize your financial picture after a big life event?
Looking for a second opinion?
Or, just looking for some advice and planning for a one time fee?
Our one time comprehensive financial planning package is designed for those who are looking for a complete financial plan for a one time fee. Hire us when you want without any long term commitment and, but have the option to upgrade to our subscription based or asset management packages at any time.
Subscription Based Financial Planning
Flat Fee
$150/month
Designed for current clients of IWP and those making less than $100k per year who are looking for basic, ongoing financial planning. It follows our 5-A Framework to build a solid financial foundation for you going forward!
Looking for more than just the basics? Our team is working on a few awesome service offerings for high net worth individuals, high earners & entrepreneurs.
Whether you are scaling your business or selling your business, or simply looking for more advanced planning, our team has the options for you. Message us directly to inquire about these.
Asset Management
$0 - $1,000,000
1.00%
$1,000,000 - $3,000,000
0.70%
$3,000,000 +
0.55%
(Based on Account Balance)
*Additional fees may be incurred
Designed for those who seek ongoing investment management, with the option for comprehensive planning.
Direct access to a Virtual CFP® professional
Whats Included?
- Money Mindset Coaching
- Asset-Map Organization
- Advanced Insurance and Beneficiary Planning
- Comprehensive Retirement Analysis
- Cash Flow Organization
- Debt Strategies
- Advanced Estate Planning
- Business Planning including succession planning
Deliverables
- Typically 4-5 meetings
- Asset-Map Report complete with retirement analysis, net worth statement, beneficiary report and so much more
- 1-Page Financial Plan
- Unlimited email support
Questions?
Direct access to a Virtual CFP® professional
Whats Included?
- Money Mindset Coaching
- Asset-Map Organization
- Insurance and Beneficiary Planning
- Retirement Analysis
- Cash Flow Organization
- Debt Strategies
- Basic Estate Planning
Deliverables
- 2 meetings (virtual) a year
- Asset-Map Report complete with retirement analysis, net worth statement, beneficiary report and so much more
- 1-Page Financial Plan
- Unlimited email support
Questions?
Direct access to a Virtual CFP® professional
Whats Included?
- Personalized Investment Advice
- Low-cost, domestic or global diversified investment portfolio's
- Automatic Rebalancing
- Tax loss harvesting to increase your after tax returns
- Tax efficient investing
Deliverables
- Asset-Map Report complete with retirement analysis, net worth statement, beneficiary report and so much more
- Access to financial dashboard powered by Altruist
- Direct management of investment portfolios
- Access to advanced planning topics when applicable
Questions?
