Planning
You have important financial decisions to make and we can help. We provide the tools to build a personalized financial plan and access to our experienced advisor team if desired. By creating your savings and investing plan, you can stay on track and always know where you stand. Changing goals and timelines as "life happens" is easy and can be done as often as you like.
Other planning that we can help with:
Cash flow and budgeting
Real estate transactions
Vehicle purchases
Charitable contributions
College for children
Professional contracts review
Insurance for your home, auto,
studio, special collection, etc...
Clients that meet the $500,000 minimum managed asset level, can work directly with an experienced advisor to create a comprehensive financial plan with annual updates. If you fall under the minimum managed asset level, we can still help you build your plan but for an additional fee. Please contact us for a quote.*There may be additional costs for above advisor assisted financial planning services depending on the asset level in the managed accounts.
The one thing we can assure you is that the plan you start out with will not be the exact plan that you end up with. As the saying goes “life happens,” there will be times when you get surprised by both positive and negative events that impact your plan. That’s why having a partner and the tools to make course corrections is so valuable. This way you can always know what you need to do to stay on track with your short and long term goals.
As a Media Wealth client you have expert advisory services to guide you through all stages of your journey. In addition to our experts you have your own personal dashboard, on-demand tools and calculators, everything at your fingertips to empower you to take control of all planning decisions.