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

We Take You Through Our 5-Step Fiduciary Process

A SIMPLE, PRACTICAL APPROACH

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:

Discover

  • Discuss
  • Understand
  • Prioritize
  • Personalize a plan forward

Organize

  • Gather your financial data
  • Organize in a personal website
  • Deepen shared understanding

Create

  • Analyze your data
  • Develop planningscenarios
  • Recommend actions
  • Confirm action items

Implement

  • Deliver a fiduciary financial plan
  • Review with you
  • Upon your acceptance and agreement…
  • Implement

Execute

  • Manage plan on an ongoing basis
  • Schedule/conduct regular meetings
  • Continually adapt to changing circumstances

Discover

  • Discuss
  • Understand
  • Prioritize
  • Personalize a plan forward

Organize

  • Gather your financial data
  • Organize in a personal website
  • Deepen shared understanding

Create

  • Analyze your data
  • Develop planningscenarios
  • Recommend actions
  • Confirm action items

Implement

  • Deliver a fiduciary financial plan
  • Review with you
  • Upon your acceptance and agreement…
  • Implement

Execute

  • Manage plan on an ongoing basis
  • Schedule/conduct regular meetings
  • Continually adapt to changing circumstances

We Create A Personalized Wealth Management Tool Just For You

EDUCATION MATTERS

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.

How We Charge

FOR INDIVIDUALS/FAMILIES

À la carte financial planning and
consulting services

Fee $300 per hour

Comprehensive Wealth Management Services

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