Broker Check

The Defining Wealth Package

For many of us, subscriptions have become a way of life.  Now you can add financial advice to this list.  Geared towards young professionals who are looking to start a foundational financial plan, or towards "do it yourselfers" who may want to manage their own investable assets but still need our advice for a more complete financial plan, the "Defining Your Wealth" package offers the following:

  • On-going relationship with your financial advisor at Northeast Wealth Planners.
  • A comprehensive financial plan that includes cash flow planning, insurance planning and estate planning.  Additionally, specific goals such as college planning, retirement planning and investment analysis will be discussed and recommendations provided.
  • All information will be loaded into Emoney, our dynamic financial planning and aggregation tool.  With the Defining Your Wealth subscription you will be provided with your own personal client website to see how are you are tracking towards your planning goals, upload and store important documents safely and aggregate as many accounts as you wish for a single sign-on view of your financial world.
  • Annual in-person to review and update your financial plan.  Additional meetings can be held virtually or in-person for life changing or plan changing events.
  • Asset allocation recommendations for any employee sponsored plans such as 401(k) or 403(b).
  • Additional communication with your advisor via phone, email, web conference as needed.
  • Access to our monthly market updates, videos and blogs
  • Access to our professional and trusted contacts throughout an array of industries.

Cost of initial meetings and development of financial plan: $500

Ongoing monthly subscription fee after the initial plan that includes the list of services above: $150 per month