Compare engagements
| Investments+ | ||||||
|---|---|---|---|---|---|---|
| Workshops | Hourly Sessions | Investments | ||||
| Group Bundle | Free Consultation | Free Consultation | Free Consultation | Free Consultation | Free Consultation | |
$500 3 hours · group format | $400/h | $5,000 + 0.7%/y max. 2% total | $5,000 + 0.7%/y AUM $2M–$10M | 0.7%/y AUM $10M–$30M | Contact us AUM > $30M | |
| Number of hours per calendar year | 3 hours / bundle | ✕ | Unlimited | Unlimited | Unlimited | Unlimited |
| Extended hours | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Unlimited Emails | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Financial Strategy Included(2 to 3 sessions in general) | ✕ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Simple Estate Planning Services | ✕ | $1,990 | $1,990 | ✓ | , | , |
| Complex* Estate Planning Services | ✕ | ✕ | ✕ | ✕ | ✓* | ✓* |
| Other Accounts Monitoring | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| 401k Active Management | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| High Yield low risk short-term solutionTax Advantageous · Fees: 0.5% | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Portfolio, align your investments with your values | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Alternative Investments | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Client Portal Access, Investments | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Budget & Finance Tool, Monarch Money | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Special Financing based on your investments | ✕ | ✕ | ✓ | ✓ | ✓ | ✓ |
| Income Taxes Included* | ✕ | ✕ | ✕ | ✕ | ✓ | ✓ |
*Limited in terms of amount.
Workshops
$500
3 hours · group format
Group Bundle
- Number of hours per calendar year3 hours / bundle
- Extended hours✕
- Unlimited Emails✕
- Financial Strategy Included(2 to 3 sessions in general)✕
- Simple Estate Planning Services✕
- Complex* Estate Planning Services✕
- Other Accounts Monitoring✕
- 401k Active Management✕
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✕
- Portfolio, align your investments with your values✕
- Alternative Investments✕
- Client Portal Access, Investments✕
- Budget & Finance Tool, Monarch Money✕
- Special Financing based on your investments✕
- Income Taxes Included*✕
Hourly Sessions
$400/h
Free Consultation
- Number of hours per calendar year✕
- Extended hours✕
- Unlimited Emails✕
- Financial Strategy Included(2 to 3 sessions in general)✓
- Simple Estate Planning Services$1,990
- Complex* Estate Planning Services✕
- Other Accounts Monitoring✕
- 401k Active Management✕
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✕
- Portfolio, align your investments with your values✕
- Alternative Investments✕
- Client Portal Access, Investments✕
- Budget & Finance Tool, Monarch Money✕
- Special Financing based on your investments✕
- Income Taxes Included*✕
Investments
$5,000 + 0.7%/y
max. 2% total
Free Consultation
- Number of hours per calendar yearUnlimited
- Extended hours✓
- Unlimited Emails✓
- Financial Strategy Included(2 to 3 sessions in general)✓
- Simple Estate Planning Services$1,990
- Complex* Estate Planning Services✕
- Other Accounts Monitoring✓
- 401k Active Management✓
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✓
- Portfolio, align your investments with your values✓
- Alternative Investments✓
- Client Portal Access, Investments✓
- Budget & Finance Tool, Monarch Money✓
- Special Financing based on your investments✓
- Income Taxes Included*✕
Investments+
Investments+
$5,000 + 0.7%/y
AUM $2M–$10M
Free Consultation
- Number of hours per calendar yearUnlimited
- Extended hours✓
- Unlimited Emails✓
- Financial Strategy Included(2 to 3 sessions in general)✓
- Simple Estate Planning Services✓
- Complex* Estate Planning Services✕
- Other Accounts Monitoring✓
- 401k Active Management✓
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✓
- Portfolio, align your investments with your values✓
- Alternative Investments✓
- Client Portal Access, Investments✓
- Budget & Finance Tool, Monarch Money✓
- Special Financing based on your investments✓
- Income Taxes Included*✕
Investments+
Investments+
0.7%/y
AUM $10M–$30M
Free Consultation
- Number of hours per calendar yearUnlimited
- Extended hours✓
- Unlimited Emails✓
- Financial Strategy Included(2 to 3 sessions in general)✓
- Simple Estate Planning Services,
- Complex* Estate Planning Services✓*
- Other Accounts Monitoring✓
- 401k Active Management✓
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✓
- Portfolio, align your investments with your values✓
- Alternative Investments✓
- Client Portal Access, Investments✓
- Budget & Finance Tool, Monarch Money✓
- Special Financing based on your investments✓
- Income Taxes Included*✓
Investments+
Investments+
Contact us
AUM > $30M
Free Consultation
- Number of hours per calendar yearUnlimited
- Extended hours✓
- Unlimited Emails✓
- Financial Strategy Included(2 to 3 sessions in general)✓
- Simple Estate Planning Services,
- Complex* Estate Planning Services✓*
- Other Accounts Monitoring✓
- 401k Active Management✓
- High Yield low risk short-term solutionTax Advantageous · Fees: 0.5%✓
- Portfolio, align your investments with your values✓
- Alternative Investments✓
- Client Portal Access, Investments✓
- Budget & Finance Tool, Monarch Money✓
- Special Financing based on your investments✓
- Income Taxes Included*✓
*Limited in terms of amount.
Workshops
Three workshops, one flat fee.
When the engagement is a workshop series rather than ongoing planning, the math is simpler. Workshops are sold as a bundle of three 1-hour group sessions for a flat fee, topics scoped to your audience, plain-language slides, written summaries included.
Our Commitment
We prioritize your financial interests.
We don’t sell financial products.
We don’t receive commissions.
Start Here
Ready to start?
Book a free session below, no products, no commissions, no pressure. Just a clear next step.
We Financial Focus · (650) 910-4990 · info@wefinancial.com