Comprehensive financial planning and investment management
Hourly financial consulting
Under the first option, we offer customers our comprehensive financial planning and investment management services, and fees are based on a percentage of your assets under management. The fees and services include time with your advisor, both in person and via email or phone. Our minimum fee is $1000/quarter, which means that this option is typically most suited to customers with over $300,000 in investments. If you are interested in meeting with one of our advisors, please schedule an intro call with our GIA consultant here.
The second option is to use our financial consulting services, which can be scheduled as and when needed, and where the fees are only charged when you arrange consulting sessions. Our registered consultant can provide financial planning and investment advice, and help you as you grow your wealth. If your investable assets are below $300,000, this hourly financial consulting might be a better fit for you from a cost perspective.
Since we recently began offering this financial consulting service, we wanted to provide you with some information about what we are offering and your next steps to get started.
Who will you be meeting with?
You will be meeting with Reid Trego, a Registered Financial Advisor. Reid has experience with MoneyWise mentoring through North Point Ministries and Dave Ramsey’s Financial Peace University program. Check out his fullbio on our website.
What can I expect?
If you have already done an intro call with one of our consultants, then Reid will be reviewing the answers to the questions you gave and what you discussed in your call together. When you meet with him, he will already be aware of the specific help you are looking for. Your time with Reid will be dedicated to bringing clarity and getting a plan and some action steps in place. If you have not set up an intro call yet, please schedule a brief call here.
How much will it cost?
The first meeting will be $295.00. Then you can schedule subsequent meetings anytime after that for $195.00/ hour. Not only will you be getting time with Reid, but you will be gaining access to our resources and other valuable content.
Where will we meet?
At this time, conference room space is limited at the office. To help with this, we have leased a private meeting room at Copper Coin in Woodstock. We are available for virtual meetings, but prefer a face to face meeting, if possible. (This arrangement is just until the new GIA office is ready for move-in.)
“Here at GIA, I work with clients who want to make sure they are on the right path to reach their personal and financial goals. Many of my clients are starting out in their 20s and 30s, and they want to make sure they are setting good savings habits (or are on the GoodStart path) to reach their first $100,000 – or maybe their first million, while some of my other clients are in their 40s and 50s and afraid they may be starting to save too late. Never fear, there’s no judgment here. I’ll just help you make the next right decision for you. Then once we meet, we’ll decide if we should reconvene in 30 days, 60 days or maybe 6 months…it all depends on you.”