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Retainer Fee-Based Planning

What We Do

Retainer-Based Planning

High-end planning from “virtually” anywhere. You do not have to live near us to be a client. You do not have to even be in the same state.

No matter where you are in life, whether you are a young professional or winding down a successful career, you have goals and dreams. CCWMG engages you in an ongoing conversation about your needs, goals, and objectives to create the holistic life plan that is right for you.  We act as a head coach, coordinating with your other trusted advisors such as your attorney and CPA to ensure everything in your comprehensive plan works together smoothly. We call those “meetings about you, without you” after which you would receive a full summary of everything covered in the meeting.

What Makes Us Different

There are many companies that offer wealth management and financial planning, so we take pride in what makes us stand out from the crowd.

Retainer-Based

A flat fee, quarterly (or annual if you prefer) retainer with NO assets required to be managed by us. Sometimes where you have your money is where it might belong, but that does not mean you do not need advice you can trust. Clients like our CFP® led planning and no-conflict with product sales advice.

We offer flexibility 

Sometimes it is hard to find time to devote to planning; maybe you decided to spend your winter somewhere warmer, but do not want to put planning on hold while you’re gone. You do not have to worry about that at all! We leveraged some of the latest technology to offer the option of having your meetings with us virtually. You can be anywhere in the world and as long as you have an internet connection and a smartphone, tablet, or computer we can work together on your plan. We can even coordinate multiple people in multiple locations to feel as if we are in the room together.

We work with your schedule to achieve success, whether it is meeting virtually on your lunch hour or sitting down together in the evening after you get off work.

We have a process to guide us

We develop with you a customized plan to cover various aspects of your wealth management-planning journey.  We call this our Milestone Clarification ProcessTM. It is a set of meetings with specific milestones leading you to your long-term planning goals. You can easily monitor progress and manage expectations with the provided web portal.

Don’t know if retainer-based planning is for you? No need to worry! We walk you through what your customized plan would look like, what your options are, and how exactly we help you.

Schedule a meeting today!

SOS

Wouldn’t you like to know if you are on the right financial path? Schedule your Second Opinion Service meeting, and speak with an experienced advisor. The only cost is your time – the results could be invaluable. Great things start with a conversation.

Learn more about our Second Opinion Service

Top 12 benefits of Retainer-Based Planning.

There are several differences between standard fee-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!

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The top 12 benefits of Retainer-Based Planning.

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