Hummingbird Wealth Management recognizes that your needs change over time. IN order to meet those changing needs, we have developed service offerings that meet those needs. No matter what your stage in life, we are here to help you create your roadmap to success.
The Subscription Model could be best for you if you have little or no investment experience but recognize that you have a need for help with planning for goals such as college savings, vacations, home purchases, or budgeting.
Your Financial Journey may include:
Planning areas may include:
Services under the Subscription Model, depending on your planning needs, will include:
Cost: $250 initial fee and $100/month
Comprehensive Planning Model
Often, getting older comes with career advancement, higher income, increased assets and family needs. Lives become more complex. In addition to the suite of services outlined in the Subscription Model, the Comprehensive Model provides services designed to address your more complex needs.
Services under the Comprehensive Planning Model Include:
Cost: Fees determined by investment relationship, however the minimum annual fee is $1,200.
Single Comprehensive Financial Plan
Comprehensive, professional financial planning is the cornerstone of planning for a better life. Just as every successful business has a solid business plan, financially successful people use financial plans to organize, coordinate, and fulfill their financial objectives and life goals; it is one of the best investments you can make in your future. Though we feel that financial success is best achieved through an ongoing relationship between an advisor and client, we do offer hourly services.
Services under the Comprehensive Planning Model include:
Cost: $200/hour. The minimum for the initial consultation and comprehensive financial plan is $3,500 which includes up to 20 hours of support and planning. Any support after that will be charged at a rate of $200/hour. A retainer of $2,000 is collected at the start of engagement.