Have your own dedicated CERTIFIED FINANCIAL PLANNER™ professional at your side and available to you on an ongoing basis as your life takes all its inevitable twists and turns. As well as providing you with your own qualified personal financial problem-solver and consultant, your ongoing membership also grants you access to countless other financial and legal professionals at any time for as long as you are a member via the Anglia Advisors Professional Network.
The relationship kicks off with a personalized Asset Map, a graphic presentation of exactly where you stand in all aspects of your financial life and a starting point for all that follows. From there, your CFP® personal finance consultant will identify a program of analysis, recommendations, introductions if necessary and then implementation of the component parts of your financial picture in an organized and sensible order of importance and in a manner that does not ever overwhelm you with excessive data, information and outsized to-do lists all at one time.
As and when the issues are addressed, we ensure that you completely understand what is being recommended and implemented by explaining it to you in real, understandable words and imagery, not the dry, intimidating acronyms and ideas employed by most financial advisors who will often deliberately obfuscate what they are doing because, if they are not fiduciaries, they are more than likely not acting in your best interests and they’d rather you didn’t figure that out!
You have optional access to our affordable, evidence-based, no minimum ongoing Portfolio Management services for all types and locations of accounts, making use of the professional, low-cost, highly-diversified strategies (including those using investments offered by DIMENSIONAL FUND ADVISORS - DFA) developed and managed under the terms of our Core Investment Policy Statement and your own Anglia Risk Score derived from our own proprietary analysis. An integrated High Yield Savings account for high-interest cash management and no-fee checking account comes as part of the portfolio management service.
You are also eligible for cost-effective, high quality estate planning services from the partnership of Anglia Advisors and Helios Integrated Planning. We are very excited to be able to offer this critical service to our clients.
Your advisor remains at your disposal as inevitable life events occur with your job, relationships, real estate situation, parenthood, business interests, relocation, inheritance, marriage, death, divorce and the multitude of other things that will “happen”, all of which can call for a recalibration of your finances. In other words, we want to be your first call when these things take place!
For as long as you are a member, you will have no-cost access to our Client Portal and Electronic Document Vault, which you can use as your complete financial hub, linking and monitoring all your accounts, assets, and debts to generate a dynamic net worth and personal balance sheet statement at all times as well as securely and conveniently electronically housing all your important financial and legal documents in one place.
Unlike the Per Hour Planning option which is viewed as having some kind of pre-defined reachable objective and terminal date in a matter of weeks or months after which the engagement stops or at least pauses, the Monthly Membership model is intended to be an ongoing, somewhat indefinite, longer term relationship, although early termination rights and clauses are included.
The pricing of the Monthly Membership can vary depending on the complexity, whether for an individual or a couple, required level of advisor access required, special circumstances etc.
The Monthly Membership is particularly ideal for those professionals in their 20s, 30s facing or early 40s undergoing multiple life events (marriage/cohabitation, expansion of disposable income, real estate considerations, expansion of family size, divorce etc., to name but a few) who are attracted by the idea of having a qualified professional at their side and constantly available to them in this journey.