Financial Planning Services Defined
Financial Planning is the cornerstone of our business. It is a collaborative process that maximizes a client's potential for meeting life goals through financial advice. The financial advice integrates relevant elements of your personal and financial circumstances, which then create outputs or a roadmap on how to best get to where you want to go, while considering alternatives for choices made and not made.
Financial Planning Services Engagement + Pricing
We build a comprehensive financial plan that is tailored specifically for you, then provide ongoing advisory services. This is a standalone service that ensures value and provides fiduciary oversight and advice to create the best outcome for all clients regardless of relationship size. Our annual fee begins at $2,800 and increases with complexity. 25% is taken upfront at time of signing, with the remainder billed monthly as a subscription. This is done to protect both the client and advisor to (1) make pricing more affordable to beginners, and (2) hold each party accountable to execution following the delivery of the plan. In year two we discount the total fee and continue the monthly subscription, if all the financial goals have not been accomplished.
We take into account many factors and considerations when building your financial plan, including but not limited to your values, responsibilities, goals, budget, income, existing assets, etc. In our discovery call, we will present a price proposal that fits your household or institution. Our comprehensive financial plan includes: financial (life) planning, budgeting and cash flow planning, portfolio review, investment strategy, insurance review, estate planning needs analysis, retirement planning, tax planning, liability management, major purchase analysis, and much more.
Our clients find tremendous value in bundling their financial planning, investment management, and sometimes insurance services under one roof. So they can focus on what brings them fulfillment and leave the money management to skilled and compassionate professionals. Below is an outline of services we perform, each engagement is modified to meet the client's needs for the best outcome:
Standard Private Wealth Services
Premium Private Wealth Services (Standard Services included)
Concierge Private Wealth Services (Standard Services included)
Institutional Wealth Services
Douglas Capital Advisors, LLC is a Texas registered investment advisor.
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