Limited Financial Planning
At Trajectory Wealth, we understand that everyone's financial journey is unique. Sometimes, you may want to concentrate on a specific aspect instead of a comprehensive financial plan.
These topics are available as individual plans
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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
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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?
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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.
Pricing Expectations
Topics are $750 each
Two Meetings in 2 Months:
Initial Phase: Establish a solid understanding of your current financial standing, start define future goals, and begin to identify areas for improvement to align your financial trajectory for this topic.
First Meeting: Once the required information is gathered during the initial phase, the first meeting will be a strategy session to talk in detail about your goals for the specific topic. We will talk about planning with out limits and during this session, clearly define your ideal outcome for this goal.
Final Meeting: We will make sure we mutually agree on the action you need to take to accomplish a realistic trajectory for your stated goals and objectives related to the specific topic. We will attempt to get as close to your ideal outcome as possible.
Other options
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Comprehensive Planning
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
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Hourly Consultation
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?
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, and wealth.com 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. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.