Fee-Only and Fiduciary Relationship
An ongoing, comprehensive financial planning and investment management - that's our core solution. Meet virtually or in person (in the NYC area) for all scheduled consultations. Check in with your CFP by phone or email anytime. LIFT membership includes weekly Real Estate Coaching and Small Business Coaching office hours.
Best for people who have mastered the financial basics and who are looking to build on their financial foundation.
What Does LIFT Include?
A financial life plan that takes into account your real life goals and circumstances. Your CFP will help you align all your finances – including your real estate, side hustle and securities investments – with your life goals and values. See the LIFT Client Journey.
We’ll help you with:
Financial planning is a process, not a document. Ask us anything – your life changes, we’ll be there. You’ll be able to see where you are in our secure online portal and model different paths with your planner.
You'll receive a written constitution for all your investments (called an Investment Policy Statement in financial jargon). We’ll look at all your assets together, including your 401k, your brokerage accounts, and your real estate then collaborate with you to create an investment strategy for all your investments.
If you choose to implement your investing strategy (outside your 401k) with Real Life Planning, we’ll create a professionally-managed, broadly-diversified, low cost portfolio of index funds for you. Socially responsible portfolios are available as well.
Income coaching can help you build your real estate side hustle or other side business, maximize your employee benefits and navigate your bonus, and stock compensation.
Meet virtually via teleconference from anywhere. If you’re in the NYC area, we can meet in person if you prefer.
Transparent Fee Starting At $250/Month
$250 per month, plus 50 basis points (0.50 percent) annually for investments under management in excess of $250,000. This is based on the market value of the account and is calculated as follows:
Annual Advisory Fee
|$0 - $250,000||Included as part of monthly fee|
|$250,001 and above||0.50% in addition to monthly fee|
For first time clients, there is an initial planning fee of $500 to $20,000 depending on the complexity and needs of the client.