How We Work

We believe in financial planning first, and that planning and investment management go hand in hand. We start all engagements with our financial planning process, and then move into investment management as part of implementing your financial plan. This allows us to make recommendations that are truly in your best interest when it comes to managing your investments and making financial recommendations.

Our Process

Here is what to expect in your first 45 days of working with Resilient Wealth Planning:

1. Discovery Meeting

Let’s take 30–45 minutes to identify your financial priorities and evaluate how we can help. There’s no obligation—just a chance to see if our process meets your needs. If you’re ready to proceed, our digital onboarding process makes getting started seamless.

2. Fact Finding Meeting

During this 60–90 minute collaborative session, we lay the foundation for your plan. We’ll walk you through your personal financial dashboard and verify all your financial data. Most importantly, we’ll discuss your core values to ensure the technology is modeling the life you actually want to live.

3. Plan Development Meeting

In this 60–90 minute session, we pressure-test the plan before finalization. We will fine-tune the details of your plan and provide a clear snapshot of where you stand today, including a detailed review of your Net Worth, Insurance protections, and available Liquidity.

4. Plan Delivery Meeting

This is where analysis turns into action. During this 60–90 minute session, we deliver your completed plan and discuss the 'why' behind every recommendation. We wrap up by providing a clear, step-by-step implementation guide so you know exactly what needs to happen next.

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Pricing

We believe in complete transparency before we begin. Following our initial discovery meeting, if we mutually agree that we’re a great fit, we will follow up with a customized proposal outlining the fee for your Financial Planning Engagement. This flat fee is determined by the complexity of your financial picture and covers a one-year planning relationship with the option to renew annually.

If you elect to partner with us for Wealth Management services, we will clearly outline those options as well. While the planning engagement is time-bound, our Wealth Management service and oversight is a continuous relationship to manage your assets for the lifetime of our relationship.

Financial Planning Fees

Starting at $4,750 (Onboarding Fee + Monthly Subscription)

Investment Management Fees

Our fees range from 0.65% - 1.20% depending on account size

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Financial/Wealth Planning and Investment Management Podcasts

Join us as we delve into the intricacies of financial planning and our Investment management process. Discover how understanding your current financial position, setting goals, and crafting a strategic plan can guide you to financial success. Learn about the importance of data accuracy, the role of investments, and the behavioral aspects of financial planning.