How We Are Compensated

Ongoing Holistic Financial Planning

"Effective planning is more than a snapshot of a single space in time.  Financial planning should be a living breathing roadmap, serving as your key map to your wealth journey, that permits alignment, monitoring, and adaptability as life happens." - Michelle Gordon

Investably's boutique wealth advisory practice is designed to support clients and their family through their life and financial journey.  For transparency, ongoing financial planning fees are a transparent fixed annual fee basis, paid monthly.  To remain a true fiduciary in supporting you throughout your life transitions and financial journey, we have created three (3) planning service models to best support you and your family:

Our Planning Service Models

Cultivate Wealth | Geared towards young professionals that are creating a financial foundation

Aimed at helping clients early in their career or early in their asset accumulation stage to cultivate a strong financial future by planning and investing with the support to focus on their goals and developing financial well-being. Focusing on accumulation and early financial big decisions such as home ownership, early family creation, student loan debt management, etc. 

Nurture Wealth | Geared towards mid-career working professionals and entrepreneurs juggling competing financial demand

Aimed at helping more professionally established or small business owner clients with higher income or assets to better nurture their attained professional and business success by coordinating their competing financial demands to align with their bigger picture and financial well-being. Focusing on accumulation for retirement, college savings, business, or other big goals.

Harvest Wealth | Geared towards pre-retirees and retirees or financially independent clients with greater complex needs

Aimed at helping established clients that are financially independent or are either approaching retirement or are in retirement to best harvest their wealth by optimizing strategies and plan among their complex financial needs. Focusing on creating a retirement strategy or managing retirement decumulation income plan, social security analysis, preparation for next life chapter, or active tax planning and estate planning.  

THIS IS BEST FOR 

Ongoing financial planning is best suited for clients that want an empathetic, trusted professional to help them build a better financial future through increased support and accountability, while they focus on their life goals and enjoy what is most important to them. 

 Our compensation includes an initial one-time $1,500+ onboarding fee and monthly pricing per service plan. For monthly pricing details, see below: