Service & Fees

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Step 1: Introduction Call -  a complimentary, personalized session created with you in mind. It's all about getting to understand you, your individual financial aspirations, and recognizing the importance of a financial plan in your life. Throughout this meeting, we'll explore the financial planning process together and establish a mutual understanding of what to expect. This consultation offers an excellent chance for both you and JPL Wealth Management to determine if we make a great team.  If we both agree to move forward, a contract will be signed to initiate the planning process.  

Step 2: Transparent Agreement - We carefully go over a financial planning engagement letter, which outlines the specific areas relevant to your planning requirements, our individual roles, and the clear compensation structure. Both parties sign this letter, along with the initial payment of half the planning fee, which amounts to $2,500. 

Step 3: Discovery - We help you get organized and ask lot of questions about your family's financial history and future goals.  You will be encouraged to fill out client onboarding questions through Emoney.  

Step 4: Vision - We review your information and ensuring all the details are correct, solidify your financial goals, and begin to envision what is possible for your family's future. 

Step 5: Analysis and Plan Development-  We diligently analyze our organized information to identify opportunities and develop tailored strategies that align with your personal goals. This comprehensive analysis is then transformed into an easy-to-understand narrative, accompanied by a clear action plan for your financial journey. 

Step 6: Plan Presentation - We will present the financial analysis, summaries of specific areas, planning recommendations, and an actionable plan. This session provides you with a complete grasp of your current financial status and guidance on enhancing your plan to align with your personal objectives. Payment of the remaining planning fee ($2,500) is made upon receipt of your comprehensive planning document. 

Step 7: Implementation and Follow up - Together we can help you implement any or all of the financial planning recommendations.  This can include updating your investment strategy, opening new accounts, and more.

After successfully concluding the three-month comprehensive planning process, you'll have the option (with no obligation) to further refine your plan through annual update engagements ($3,800 per year). You'll also enjoy ongoing complimentary access to the Emoney platform. With a dedicated financial planner by your side, you can be confident that your financial strategy remains finely tuned to adapt to life's changes and evolving needs." 

Please note that fees are subjected to the complexity of each individual case. 

Takes approximately 3 months 

The comprehensive financial planning process is all about giving you a complete picture of your current financial situation, offering tailored recommendations, and most importantly, creating a clear and confidence-boosting action plan to help you reach your financial goals.

For us, every woman's life, financial situation, responsibilities, and dreams are one-of-a-kind. That's why we emphasize the importance of crafting a financial plan and investment strategy designed just for you. We meticulously create each financial plan, keeping your specific goals and needs front and center.

Furthermore, we're strong advocates for open communication. Don't hesitate to ask any questions; we're here to ensure that nothing goes unanswered. Your financial future is as unique as you are, and we're dedicated to helping you build a financial plan that perfectly fits your life.

$400/hour