Personalized | Straightforward | Strategic
This option is for those who are not currently seeking an ongoing advising relationship with FWM but are in need of a second opinion or guidance for a certain issue.
Through the Wealth Scaffold Offering, We Can Help You:
Equity and Stock-option compensation analysis
Create a plan to pay off student loans
Take advantage of your employee benefits
Create an estate plan
Review & recommend benefit programs for your business
Offer cash flow suggestions based on your income & expenses
Develop a plan for your financial goals
Analyze your portfolio & develop an asset allocation strategy
Wondering Where Your Portfolio Currently Stands?
Wealth Scaffold Service Cost
Ranges from $500 to $5,000 depending on complexity
Hourly Financial Planning
Hourly rate of $300 per hour