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Client Wealth Journey


Helping to Empower Your Prosperity for More of Life’s Happy Moments

Helping others is the secret sauce to a happy life. Bethesda, MD Investably LLC

You Are

Shared Reasons Our Clients May Approach Us 


You are experiencing the following:

  • Losing too much hard-earned money to taxes
  • Sudden wealth events like inheritance, IPO, divorce, or widowhood
  • Busy wearing too many hats and want to delegate to a trusted professional
  • Desire to stop working or have the freedom to walk away
  • Care about making a meaningful impact with money
  • Need advanced strategies to protect my large nest egg
  • Want to transform your savings into a sustainable monthly income

Your Challenges

Shared Concerns Our Clients May Face


You have these common concerns:


  • Concerned about running out of money in retirement
  • Making good money but feeling like half of it goes to taxes
  • Worried about the well-being of my family in case of an emergency
  • Unsure how to turn years of savings into a steady monthly income
  • Received a lump sum but unsure about how to safeguard it
  • Successful in my field but lack understanding or time to manage my money 
  • I got a lump sum from my work, inheritance, or divorce but am not sure how to protect it 
  • All my money is in my business and home and I don’t know how I will be able to retire
  • Approaching retirement in 5-12 years but feeling unable to retire on time
  • First in my family to earn at this level, so I’m unsure where to begin

How We Help

Independent & Fiduciary


As an independent registered investment advisory firm, we are not beholden to any fund family or products.

We take a holistic, planning-based, tax-smart approach to creating wealth strategies and prudent, balanced, and diverse portfolios with investment solutions in our client’s best interest.

Planning-First Approach




Investments Aligned to You




Message from Michelle


“With 18 years of financial experience, I love serving as your trusted partner in helping you apply advanced wealth and tax planning strategies with a long-term big picture lens.  Thus, aligning your today with your tomorrow.”

Let’s Chat

Helping You 

Helping to Empower Impactful Outcomes


Insurance Planning Bethesda, MD Investably LLC

Protect Your Prosperity

 

Tax Planning Bethesda, MD Investably LLC

Create Sustainable Lifetime Income

 

Generational Wealth Planning Bethesda, MD Investably LLC

Protect Your Family Well-being

 

Our Process & Service Fees

In-Depth Planning Process 

Your client journey begins with an in-depth planning process where we take the time to understand your financial goals, dreams, and current financial and tax situation.

By focusing on these foundational elements, we develop personalized strategies designed to support your long-term prosperity and wealth.

Our one-time in-depth planning engagement fee starts at $3,600+.


Implementation & Ongoing Wealth Management

Your client journey continues with the implementation process of your wealth strategy and ongoing wealth management, freeing you to focus on what truly matters in life.

We help you to holistically manage your financial life by:

  • Optimizing your investment portfolio
  • Managing your long-term tax liabilities
  • Adapting annually to changes in your financial life and estate
  • Focusing on protecting your financial prosperity and long-term sustainable income

Our annual ongoing service fee (paid monthly).

Total Assets Under Management

Annual Service Fee

$500K - $1mil

1.00%

$1Mil + - $10 Mil

.80%

$10 Mil - $20 Mil

.60%

$20 Mil+

.40%


Minimum total: $500,000*

Total households assets may include 401K, TSP, 529s, or institutional high-yield cash. We work with industry-leading custodians and award-winning investment platforms.

*NOTE: We encourage professionals and business owners earning over $250K to reach out to us for further conversation if you do not have the minimum asset level. 

Additional Client Benefits

Protect Your Prosperity with Institutional High-Yield Cash Solutions, up to $100 million in FDIC coverage


Protect Your Legacy and Peace of Mind with Complimentary Estate Planning Documents



Protect Your Time by Consolidating Your Financial Life into our Intuitive Wealth Dashboard for Insightful Decisions


Next Steps

We would love to learn more about you and your needs. Schedule a zoom call to learn more and see if we are a good fit together.