Comprehensive Financial Planning

Gain Clarity and Control Over Your Financial Future

At Trajectory Wealth, we believe that proper education and a thorough discovery process are key to maintaining your financial health. Our comprehensive financial planning services provide you with the insights and understanding needed to keep your financial house in order.

Here are a few key areas we can help with

  • Accumulation Plan

    How would you like your money to be invested? The typical "buy and hold," or as some call it, "hold and hope," is a form of passive investing that exposes your money to stock market risk regardless of market conditions. Are you comfortable with this? Have you considered active money management? Together, we'll ensure your investment strategy aligns with your risk tolerance

  • Distribution Plan

    While physical money isn't typically a favorite, what it does for you—maintaining your lifestyle, enabling travel, or providing peace of mind with a steady income—is what truly matters. What plan do you have to ensure a steady, reliable income that allows you to spend with confidence?

  • Risk Mitigation

    This area of the plan focusing on ways to try to mitigate and eliminate risks that exist today. Topics covered include your life insurance needs, reviewing your home and auto insurance to confirm understanding and identify possible gaps in coverage, and maximizing employer benefits.

But you still need to start with the foundation

  • Emergency Fund Guidance

    There is so much more to an emergency fund goal than simply how much to put in a simple savings account. Together, we will help you determine how much you need and which savings vehicles to use for your emergency fund.

  • Intentional Spending and Saving Plan

    Are you spending too much? Are you not saving enough? Together, we’ll create a clear and intentional plan for the next 12 months, balancing your spending and savings goals and allow you to spend with confidence.

  • Maximizing Employer Benefits

    Rather than just picking wha you always pick, we'll ensure you get the most out of your employer benefits for the upcoming plan year and make sure we maximize your employer benefits to compliment your overall plan.

Tailored for All Investors:

Whether you're new to investing or have decades of experience, you'll gain a clear understanding of your current financial trajectory, including your accumulation plan, distribution plan, and estate plan. With this newfound clarity and the areas for improvement we've identified together, we'll provide you with actionable next steps.

A Long-Term Partnership:

When you choose Trajectory Wealth, you're not just getting a one-time plan. Our ongoing relationship means we'll hold you accountable, help you implement changes, and make adjustments as life evolves. This dynamic approach ensures your plan stays on track without needing to restart or build a new advisor relationship.

Stay on Your Chosen Trajectory:

Our commitment to you includes continuous support and adjustments to keep you on the path to your financial goals. With Trajectory Wealth, you have a partner dedicated to your long-term financial success.

Pricing Expectations

Year 1 - $3,000

  • Three Meetings in Five Months:

    • Initial Phase: Establish a solid understanding of your current financial standing, define future goals, and identify areas for improvement to align your financial trajectory.

    • Progress Monitoring: Allow time between meetings to observe how projections and actions are aligning. You’re encouraged to reach out between meetings to celebrate milestones and ask questions.

    • Check-In and Final Meeting: Expect a 90-day check-in around month 8 and a final meeting around month 11 to celebrate progress and start planning for the next year.

At the end of Year 1, you'll have a clear financial plan and trajectory. For some, this is sufficient, and you have your financial road map to follow on your own. For others, turn by turn direction from a financial GPS are preferred for ongoing support and are valuable for both proactive and reactive planning.

Year 2 - $2,750

Year 3 and Beyond - $2,500

Important Note: If you do not renew immediately after the end of the previous year’s agreement, pricing will revert back to the Year 1 rate.

Other options

  • Limited Planning

    Rather than a comprehensive plan covering several topics, if you have a core topic that is of interest to you, this may be what you are looking for.

    Learn More

  • Hourly Consultation

    We are confident we will put you in a better place than you found you. Don't just rely on open tabs on your computer, set time to talk in detail about specific topics and pay by the hour.

    Learn More

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor.  BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Trajectory Wealth, LLC are independent of each other.   Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.