Services
Fiduciary Financial Partners for Individuals & Families
From our name, you know that we are Fiduciary Financial Partners, ready to help individuals, families and entrepreneurs improve their financial lives. Depending on your level of financial savvy and comfort, this may mean anything from offering occasional counsel and direction to guiding your every step.
This is why we offer you the choice of...
Comprehensive wealth management
Our most popular service for individuals, this choice allows Fiduciary
Financial Partners to:
• Provide ongoing financial planning and consulting, with regularly
scheduled review meetings to ensure you stay on track and that
necessary to-do items are completed to reach your objectives
• Take responsibility for portfolio construction, management and
rebalancing across all your accounts
• Collaborate with your attorneys, CPA, mortgage brokers and insurance
agents to verify that all your financial decisions are coordinated and
aligned
We become teammates for the long haul, ensuring all aspects of your finances work to support you in achieving your goals.
À la carte financial planning and consulting services
This is a limited engagement where we work with you to:
-
- Organize your current financial data
- Provide specific recommendations to address major financial planning areas, such as cash flow and debt management, retirement planning, insurance, estate planning and more
- Create a roadmap to accomplish your goals
Because no two clients have the same needs, we walk together through a process that enables us to learn and act upon your specific needs:
- Discuss
- Understand
- Prioritize
- Personalize a plan forward
- Gather your financial data
- Organize in a personal website
- Deepen shared understanding
- Analyze your data
- Develop planning scenarios
- Recommend actions
- Confirm action items
- Deliver a fiduciary financial plan
- Review with you
- Upon your acceptance and agreement…
- Implement
- Manage plan on an ongoing basis
- Schedule/conduct regular meetings
- Continually adapt to changing circumstances
- Discuss
- Understand
- Prioritize
- Personalize a plan forward
- Gather your financial data
- Organize in a personal website
- Deepen shared understanding
- Analyze your data
- Develop planningscenarios
- Recommend actions
- Confirm action items
- Deliver a fiduciary financial plan
- Review with you
- Upon your acceptance and agreement…
- Implement
- Manage plan on an ongoing basis
- Schedule/conduct regular meetings
- Continually adapt to changing circumstances
As your fiduciary financial partner, we equip you with the knowledge and tools to help you make sound financial decisions. We help you see and understand your assets and liabilities, as well as avoid potential risks to your financial security.
Organize
All of your financial
information in one place.
Portfolio Management
An academic approach to investment management, aligned with your financial plan.
Risk Management
Understand which risks to retain and which to insure.
Vault
Securely transmit, store, and access financial documents from anywhere, anytime.
Cash Flow
Understand your cash flow to build a retirement plan based on YOUR lifestyle.
Budgeting Tools
Set budgets to help reach your savings goals.
Mobile
A complete financial picture available on your smartphone.
Goals
Track your progress toward goals you define.
Who Should Work With FFP?
Our clients are unique and deserve unique solutions, but they do share some common traits. FFP may be a fit for you if you are:
-
- Looking for quality of life and peace of mind
- Committed to the success of your plan
- Understand that your participation and dedication will help you
achieve your goals
If you share these traits, we’re confident that, like our other clients, you’ll come to trust us with delegated financial responsibilities and tasks so you can spend time on what really matters to you.
Contact us if you’re ready to get started with Fiduciary Financial Partners.
À la carte financial planning and
consulting services
Fee $300 per hour
Assets under Management
Annual Percentage of Assets Charged:
Initial $1,000,000
1.00%
Next $1,000,000
0.85%
Next $3,000,000
0.75%
Next $2,500,000
0.50%
Next $2,500,000
0.35%
All Assets over $10,000,000
0.25%
*Minimum Fee of $7,500 for Comprehensive Wealth Management Services