Working with JHCo. means answering two (2) important questions:
1. What do you want?
2. Who do you want it for?
Together, we will figure out the “How."
Below are typical packages options that allow you to choose how you would like to work with us:
1. Financial Road Map – Transactional
$1,200 (up front)
- Create a financial roadmap reflecting your preferred financial lifestyle
- Document advice on cash flow priorities like saving vs. investing vs. paying off debt
- Document and explain asset protection options; make referrals (i.e. agents/attorneys)
- Document and recommend a personalized, goals-based investment strategy
- Document a tax strategy you can implement for all government obligations
- Calculate the savings necessary for future goals (retirement, charitable giving, etc.)
2. Financial Road Map + Investment Management - Ongoing Personal
$1,200 (up front) + 1% of Investments Managed (ongoing)
- Everything in OPTION 1
- Unlimited access to on-line portal and “Vault” storage pulling together finances
- Draft your personal Investment Policy Statement (IPS) and reassess quarterly
- Execute the IPS (allocate, rebalance, review) and reassess quarterly
- Manage investments (ongoing), assess and communicate quarterly performance
- Quarterly client meetings to review the investment and financial plan
3. Financial Road Map + Investment Management + Retainer – Ongoing Personal and Business
$1,200 (up front) + 1% of Investments Managed (ongoing) + $3,000/year
- Everything in OPTION 1 and OPTION 2
- Coordination of other advisors (Insurance Agents, Estate Planner, CPA, etc.)
- Facilitate conversations about money amongst family members
- Consult with business owner on financial concerns including profitability
These are brief descriptions. For more detail on how we do, what we do, Contact JHCo.