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Talk to a team member today.
It's 100% complimentary and hassle-free.
No sales, no pressure, no problem.
YOUR FINANCIAL BLUEPRINT
Cost: $500 & up (one-time)
Key Features:
Goals based financial plan created & delivered in 4 meetings.
Connect all your accounts easily with a Personal Financial Website.
Address key planning needs of college affordability, retirement planning, and investment strategy.
Specific action list delivered at final meeting
Opportunity to "test drive" working with our firm long term
FINANCIAL COACHING
Cost: $99 per month & up (complimentary for Investment Management relationships of $200,000+)
Key Features:
Ongoing advice, consistent with your Blueprint Plan, including implementation of your plan's action items, in a retainer-style relationship.
College affordability advice – aid projections, FAFSA filing, net cost comparison, award evaluations, and loan decisions.
Regular progress meetings to review your situation, adjust your plan & provide accountability.
Planning & coordination in advanced areas – insurance, tax, estate.
INVESTMENT MANAGEMENT
Cost: 0.55% – 1.10% annually (% assessed only on assets directly managed)
Key Features:​
Access to portfolios built using Noble prize winning research and low cost investments
Goals based investment portfolios that are aligned with your Blueprint plan.
No account or investment minimums.
End to end support with account transfers and transactions.
SIMPLE, TRANSPARENT, AFFORDABLE.
At Equivest, we believe in straight forward and affordable advice, delivered from a fiduciary standpoint. We have therefore chosen to be fee only, which means we're paid solely by our clients.
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No commissions, kickbacks, or hidden fees.
