LEVEL 1: Approx. 5 Hours
-
You will be provided with a "9-Step Wealth Decisions Plan" giving you steps to take in order of importance to help you achieve your most important financial goals whether that is financial independence, financial freedom or peace of mind knowing you can retire confidently on your terms.
My hourly rate as a Senior Wealth Advisor is $350/ hour.
This plan requires 5 hours of my time which would equate to a one-time fee of $1750
-
45-Minute Zoom to go over your Wealth Decisions Plan.
LEVEL 2: Approx.10 HOURS
-
You will be provided with a "9-Step Wealth Decisions Plan" giving you steps to take in order of importance to help you achieve your most important financial goals whether that is financial independence, financial freedom or peace of mind knowing you can retire confidently on your terms.
-
This is a portfolio analysis of your current portfolio using Nitrogen Wealth. You will receive a GPA score for your portfolio and receive recommendations on how to improve your portfolio.
My hourly rate as a Senior Wealth Advisor is $350/ hour.
This plan which includes a Wealth Decisions Plan, Portfolio Analysis and Investment Recommendations requires about 10 hours of my time which would equate to a one-time fee of $3500
-
60-minute Zoom to go over portfolio recommendations and Wealth Decisions Plan.
LEVEL 3: 15-20 HOURS
-
This is an action plan in order of importance to help build more wealth to achieve financial freedom.
-
This is a portfolio analysis of your current portfolio using Nitrogen Wealth. You will receive a GPA score for your portfolio and receive recommendations on how to improve your portfolio
-
You will receive a Comprehensive Financial Plan powered by RightCapital showing your Probability Score and all the important data to make sure you can retire on your terms. We will run real-time what if scenarios, stress tests and social security optimization.
My hourly rate as a Senior Wealth Advisor is $350/ hour.
This plan which includes a Wealth Decisions Plan, Portfolio Analysis, Investment Recommendations, and a Comprehensive Financial Plan. This requires about 15 hours of my time which would equate to a one-time fee of approx. $5250.
-
Additional Hourly-Stand Alone Services
Tax Analysis: 1-2 hours
College Funding Plan: 1 hour
Estate Planning Analysis: 1-2 hours
Stock Analysis: 1-hour per individual stock
Life Insurance Analysis- 1 hour
Long-term Care Insurance Analysis: 1-2 hours
-
90-Minute Zoom to go over Portfolio Recommendations, Wealth Decisions Plan, and Comprehensive Financial Plan. We will run what-if scenarios and stress tests to show how well your plan will hold up
Needs-Based Advice.
Fill in the information fields below to help us create your Wealth Decisions Plan, Portfolio Analysis, and or Financial Plan. Indicate what level of advice you are interested in.
Download PDF’s of your investment statements and attach them to the secure link below:
Portfolio Analysis
A portfolio analysis is a deep dive into your investment holdings using that will show you:
Your Risk Number™ after answering the Riskalyze Risk Assessment. Page down to watch the video and click the link below the video to complete your Risk Number™ assessment.
Your Current Asset Allocation versus a Target Asset Allocation for your Risk tolerance. Download PDF’s of your current financial statements by clicking on the link below.
Your Current Portfolio Risk Number™ Score
A Risk-Reward Heatmap of your current portfolio and the proposed portfolio that shows the potential upside and downside that each investment contributes to your overall portfolio.
Stress Test showing how your portfolio would have potentially performed in different past market environments versus the proposed portfolio like if:
-The 2013 Bull Market were to happen again
-The 2008-like Bear Market were to happen again
-The Financial Crisis was to happen again
-If an Interest Rate Spike were to happen again
A Retirement Map Showing showing the Probability of Success
Final Steps to Create Your Wealth Decisions Plan, Portfolio Analysis and or Financial Plan
Watch the video below
Click on the link below the video to find your Risk Number™
Send me your current financial statements. Email me at: brian@momentouswealthadvisors.com for your personal link.
Financial Plan
Comprehensive Financial Plan powered by RightCapital that will show:
Your Probability of Success
Stress-Tests
What-if Scenarios
Additional Hourly-Stand Alone Services
Tax Analysis: 1-2 hours
College Funding Plan: 1 hour
Estate Planning Analysis: 1-2 hours
Stock Analysis: 1 hour per individual stock
Life Insurance Analysis: 1 hour
Long-term Care Insurance Analysis: 1-2 hours
What Makes Momentous Wealth Advisors Different?
Listen to Brian D. Muller, Founder and Senior Wealth Advisor talk about the Momentous Wealth Difference.
Click one of the links below to either schedule a Discovery Call or a Complimentary Portfolio Review.
What You Can Expect As a New Client
The Momentous W.E.A.L.T.H Process™
At Momentous Wealth Advisors, we start by discussing your ideal life, goals, and desires. We go over your budget, asset allocation, and other important financial resources, then build a financial plan and investment strategy centered around helping you achieve your most important financial goals.
Investment Management
We don’t have any products to sell or conflicts of interest, so we can help build custom portfolios centered around low fees and risk management.
The best investment strategy is unique to each client centered around an ongoing financial planning approach that covers a client’s entire life.
The 3 F’s
We believe there are 3 things you can have in regards to your finances.
Financial Security
Financial Independence
Financial Freedom
We can show you how to achieve your desired life. It takes planning and discipline. Click the link below to find out more.
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
Schedule a Discovery Call Today.
Fill out some info and we will be in touch shortly! We can't wait to hear from you!
Momentous Wealth Advisors is a member of
Brian Muller is an Investment Advisor Representative (IAR) of XY Investment Solutions, dba Momentous Wealth Advisors LLC, a SEC Registered Investment Advisory firm.
We provide investment advisory services, which differ in services and fees from broker-dealers. It's important to understand the difference.
XYPN Sapphire and Momentous Wealth Advisors LLC Disclosures