Comprehensive Financial Planning

Max perform your money and transition to civilian life

Comprehensive Financial Planning Built For You

Comprehensive Financial Planning for military personnel and veterans.

Here’s what it looks like to comprehensively plan with us:

  1. Complimentary Introductory Meeting / call / video call. Typically, about 60 minutes to start understanding your needs and to determine if we are a good fit to help you.
  2. Ask for a Proposal. If you’d like to work together, we’ll give you a proposal and fee quote base Save d on your situation and desired services.
  3. Gather Your Data. We’ll commence gathering your financial information for initial analysis.
  4. Meet Approximately Monthly depending on your preferred cadence, until we’ve built your initial financial plan.
  5. Transition to our Annual Service Calendar to keep your planning aligned with your needs and changing opportunities and regulations.

* Please note that we do not require that you allow Winged Wealth to manage your investments.  Many clients prefer to “keep their hands on the throttle and stick” rather than delegate investment management.  Winged Wealth understands and is ready to assist.

See our Hourly Rate service.

Winged Wealth offers various services with no minimum account size. Pricing for ongoing planning and investment management starts at $5,000/year for single households and $6,000/year for couples. Hourly rates are $350/hour. A one-time onboarding fee $1,500 is applied to clients beginning ongoing planning services.  Pricing is determined by complexity on a case-by-case basis. 

Want to know more? Contact us or schedule a complimentary introductory call.