Services
Our approach emphasizes both financial planning and ongoing support to help ensure your success. Our new clients begin with the Gatherful® Plan. After completing the initial planning process, we help you implement and keep your financial life on track with the Gatherful® Coach program.
Financial wellness is a process that unfolds over the course of a lifetime — it’s not a one-time event. New clients work with us for 18 to 24 months to build and implement their Plan. Some feel prepared to go solo from there, but most partner with us for years.
Your Gatherful® Journey
Plan
First 6 Months
Visualize your ideal future
Assess your financial fitness
Focus on your next steps
Gear Up
Next 3 Months
Assemble your team
Simplify your finances
Develop tax strategy
Guide
Each Year
Complete focus actions
Implement investment & tax strategy
Guide your path
Next?
Anytime
Continue your journey with us
Go solo when you're ready
Your initial Gatherful® Plan engagement includes four sessions with a CFP® professional at $750 per session. After you onboard to the Gatherful® Coach program, you pay a base planning fee of $500 per month, which includes management of up to $500,000 of your investments. In addition to the flat rate, an annual maximum fee of 1% of the assets over $500,000 applies.
In keeping with our No Surprise Fees policy, the monthly fees cover all coaching, planning, investment management and most custodian fees. Our services are flexible and paid month-to-month; you’re never locked into anything. We also do not require a minimum portfolio size for you to work with us.
Gatherful® Plan
A HOLISTIC PLAN for The PATH Ahead
How do your finances line up with the latest chapter in your life? As your financial life unfolds, you’re always faced with new challenges. Our planning process helps guide you through life's transitions while taking the mystery out of personal finance. Together, we’ll figure out where you want to go and build a custom action plan to get you there.
Gatherful® Coach
Help to make your plan happen
Are you looking for help to implement your financial plan or manage your investments? Maybe you’re able to do it yourself, but would like some expert guidance and accountability. Perhaps you’re too busy or uninterested in managing your own portfolio. We can help take care of the financial details so you can focus on enjoying your life!
GATHERFUL® GIVING
GENEROSITY PLANNING FOR THE CAUSES AND PEOPLE YOU LOVE
Do your goals include helping family, supporting good causes, and giving back to the community? You may want to be more generous but are uncertain how much you can afford to give without jeopardizing your future. We can help you align your finances with your values, focus your generosity, and increase your impact by using tax-efficient strategies.