Best for households with income greater than $150,000. You have reached a point in your life where hiring a professional makes sense. You are a busy professional and want a financial partner to help you navigate a complex financial world. Here is what to expect when you partner with Activate Wealth:
Every client of Activate Wealth receives a personalized financial plan containing actionable recommendations and next steps. Your customized plan will set the stage for a productive relationship moving forward.
Meetings & Access
Following our 5-6 meeting on-boarding process, you can expect to meet with us at least 3 times per year. In addition to scheduled reviews, you can always schedule time with us by booking an appointment via our online scheduling system.
We have the ability to manage your investments in house and/or advise you on accounts held outside of the firm. Investment management is included in our financial planning offering and we do not charge an additional fee for those services.
You should look at us like a personal CFO. As your CFO, we collaborate with 3rd party providers to ensure optimal outcomes. These providers often consist of CPAs, Insurance Professionals, Attorneys, Real Estate Experts, and the like.
Our online client portal provides you with a consolidated view of your financial standing and a secure place to store and upload financial documents. Your financial data updates daily and allows us to efficiently track progress over time.
Shared “To Do” List
We utilize a task management software to help our clients implement various recommendations. This platform helps us prioritize your action items and provides an open line of communication for when questions inevitably arise.