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THE FINANCIAL PLAN

First, your own dedicated CERTIFIED FINANCIAL PLANNER™ professional will create a Quick-$tart Plan with detailed recommendations, then work with you going forward on a subscription basis to get you financially organized, address all the identified issues and be constantly available to you at all times to provide help, guidance and advice whenever you need it. The Financial Plan includes optional, low-cost, no-minimum professional portfolio management of your investments along with a personalized Riskalyze Risk Number and access to an extensive network of outside professionals. Clients will have full access to our extensive suite of personal finance services. This is intended to be an ongoing permanent planner/client relationship.

YOU GET: 

  • Creation of a personalized Quick-$tart Report with specific recommendations and a road-map of how we will work together as well as exclusive personal finance tools and educational materials        
  • Ongoing unlimited, continuous phone/email/text access to a fiduciary CERTIFIED FINANCIAL PLANNER™ going forward
  • Available personalized Client Portal linked to all your accounts and help keep you financially organized
  • Unlimited Electronic Document Vault
  • Available optional ETF-based professionally allocated and managed portfolios with no minimum asset level in taxable individual or joint brokerage accounts, rollover/inherited/Traditional IRAs, Roth IRAs, SEP IRAs or trust accounts (more details here) at a discounted rate to our regular asset management rates
  • Your personalized Riskalyze Risk Number. This is a proprietary scaled index developed by Riskalyze that reflects your very own “risk score” from 1-100, showing your unique risk fingerprint. We then match that score to your existing or prospective portfolio of investments. Most people don’t know exactly how much risk is in their existing portfolio. We can review your current investment lineup, calculate its Risk Number and compare it to your personal Risk Number. Usually, we find a significant discrepancy between the amount you are willing to risk and the amount of risk you are actually taking and can suggest actions to narrow this gap         
  • Available Socially Responsible, Factor-Based and Tactically-Managed investment strategies
  •  Full access to an extensive network of outside professionals including estate planning attorney tax, insurance, immigration and real estate professionals and many more
  • Anglia Real Estate Check (more details here)
  • Anglia Student Loan Repayment Optimizer (more details here)**
  •  Anglia 401k/403b Check
  • Anglia College Planning System (more details here)**
  • Anglia Debt Management Check
  •  Anglia Life Insurance Check
  •  Anglia Cash Management Check
  • Anglia Deep Dive Credit Check *** (more details here)
  •  Consolidation of any scattered accounts, such as “old” 401ks or multiple IRAs
  • Micro-investing tools
  • Emergency Fund creation and management
  • Assistance with charitable intentions
  • Access to trusts for minors
  • Analysis of how on track you are for a secure retirement and recommendations for improving your outlook
  • Analysis of your workplace benefits packag
  • Analysis of where you stand re: your estate planning and recommendations for improving your outlook
  • Advice re: Particular concerns affecting foreign nationals living and working in the US on visas and green cards
  • Comparative analysis of existing insurance policies which will attempt to find cost savings
  • Advice and recommendations for tools re: organized budgeting
  • Automatic free subscription to the Anglia Advisors Monthly Market Report, detailing in an easy-to-read format the events and performance of the world’s financial markets over the previous month
  • Automatic free subscription to Angles, the Anglia Advisors monthly-ish newsletter
  • Behavior management: damage to investment performance is most frequently caused by an emotional response to market conditions (greed, fear and envy), a lack of discipline and a loss of focus on the big picture. I will work with you on avoiding these behavioral mistakes
  • Understanding and education: clients need to know and understand exactly what they are invested in and learn to tune out the noise and agenda-ridden media “wisdom” that constantly distracts from the goals at hand
  • I will operate under The Fiduciary Standard at all times throughout the engagement (see more detail here)

 Important note: As a Registered Investment Advisory firm, Anglia Advisors in not permitted to give direct tax or legal advice, but is permitted to broadly describe the tax or legal landscape in which the client may be operating

 

PRICING

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** available for a separate one-time fee to non-Financial Plan clients, no cost to Financial Plan clients

*** small additional fee required