What It's Like to Work With Us
Fee-only, fiduciary financial planning and investment management for women with substantial assets to coordinate.
There is no minimum account size to work with us. Financial planning is available as a one-time, project-based engagement or as an ongoing monthly service. Ongoing planning clients with more than $500,000 in assets under management with us pay a fee based on those assets.
We offer the greatest value to clients whose investments we manage at $500,000 or more, or who are preparing for a major liquidity event such as a business sale or divorce settlement.
Schedule a Complimentary ConsultationA Personalized Planning Process That Won't Overwhelm You
Financial planning works best when it feels like a true partnership. You bring your story, your values, and what matters most. We bring the strategy and the structure to help you move forward with confidence.
The early weeks are the most hands-on. Expect to spend about five to six hours with us up front while we handle the analysis behind the scenes. After that we meet quarterly to check in, adjust as needed, and keep everything on track without adding to your workload.
Services and Fees
Financial planning should fit your life rather than the other way around. Some clients want an ongoing partner who handles the planning and the investment management. Others want a one-time plan they can act on themselves. We offer both. Most of the women we work with arrive with assets already built and scattered across accounts, and what they want is coordination of their investments, taxes, retirement income, and the decisions that connect them.
Ongoing Financial Planning
Work one-on-one with a planner over an extended period of time. We help you manage all aspects of your financial life, including investments, debt, taxes, real estate, career moves, and retirement, with regular check-ins and a full review every year.
Fees:
- Upfront fee of $500–$2,500 for onboarding, data gathering, and building the basis of your plan
- Monthly fee of $200–$900, based on the complexity of your planning needs
- Ongoing planning clients with more than $500,000 in assets under management with us pay the asset-based fee instead
Portfolio Management
Ongoing investment management built around your goals, time horizon, and risk tolerance, as documented in your Investment Policy Statement. We keep it on target as your circumstances change, so you can stay focused on what matters most.
Fees:
- 1.50% to 0.85% of assets under management, tiered by portfolio size and negotiable above $5,000,000
Financial Empowerment Coaching
If you're not quite ready for full-service planning, this option helps you get organized, understand your financial picture, and take meaningful next steps.
Fees:
- Custom pricing based on your situation and goals
Prefer a one-time engagement?
Not everyone needs ongoing planning. We offer project-based financial planning for a fixed fee of $2,500 to $10,000, agreed on before any work begins, or on an hourly basis at $400 per hour. You receive a written financial plan and can act on it yourself. Plans can cover retirement, cash flow and debt, insurance, college, employee benefits, estate, taxes, and business planning.
FAQs
Why Intentional Wealth Partners?
What’s a Fee-Only Financial Planner?
Are you a fiduciary?
Do you receive commissions for investments you recommend?
Do you have a minimum investment requirement?
What is the cost of investment management services?
What is your investment philosophy?
How are the investments selected?
Where are the assets held?
Can I transfer an existing account or rollover a 401(K) into my account?
Can I set up a monthly contribution to my account?
How do I get started?
Your money has grown. Has your plan kept up?
Most of the women we work with didn't arrive with a problem. They arrived with accounts in five places, a tax situation nobody had looked at as a whole, and a decision coming up that felt bigger than the last one.
Schedule a Complimentary Consultation9:00am to 5:00pm
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Intentional Wealth Partners unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
