OUR PROCESS

A plan without a goal is a road to nowhere. That’s why, in addition to learning about your current financial picture, we prioritize learning about your story. Our financial planning process considers what you value most and where you want to go in the years ahead.

 

COMPREHENSIVE FINANCIAL PLANNING

The 5280 Associates financial planning process begins with an initial analysis. Then, we keep your financial plan on track with regular, ongoing meetings.

 

Initial Analysis


  • Introduction

    Meet and Greet


  • Proposal And Agreement

    Agree on services and fees


  • Gather Data

    Statement and info collection


  • Strategy Call

    Specific questions after document review


  • Analysis

    Expert examination of your plan


  • Presentation

    Your initial findings and recommendations

 

 

Initial Implementation

Put initial recommendations in place with our assistance*

*Implementation of your written recommendations will be done separate from the Financial Planning Services. You will determine whether and how to implement recommendations.
 

Ongoing Advice

We meet every six months to keep you on track

 

OR

INVESTMENT MANAGEMENT ONLY

If you prefer 5280 Associates to just manage your investments, a $1,000,000 account minimum is required.

1-2 Hour Meeting

GATHER DATA

Statement and info collection

DEVELOP SOLUTION

Select strategy

IMPLEMENT SOLUTION

Put account or product in place

REVIEW

Annual account review

PRICING

The cost to create and maintain your financial plan depends on the level of complexity you need and the scope of ongoing advice as your circumstances and goals evolve. In every case, however, the fee is flat, transparent, and agreed upon at the onset. You’ll pay an annual flat fee for a 12-month agreement that you are able to renew yearly or cancel. This includes your initial analysis, automated meetings to keep you on track, access to our entire team and their diverse backgrounds, skill sets and specialties, maintaining your plan, and any advice you need. The minimum annual fee for Financial Planning starts at $5,000 for new clients.

Ready to Get Started?

Contact Us