As a Montlake client, you will have the opportunity to choose from one of the following services:
Personal CFO Integrated Wealth Management
As our flagship offering, Personal CFO Integrated Wealth Management consists of ongoing financial advice and management of your personal financial matters. Collaboration with all professionals that provide advice to you is a key component of this service so that your finances work together efficiently to meet your goals. The price is dependent on the complexity of your financial matters and is billed quarterly.
Pathfinder Financial Planning Services
Our Pathfinder stand-alone service is perfect for those interested in a one-time check up on current financial planning and goals. These services work well, for instance, as a review of existing investments, estate planning, tax liability and other plans. If the ongoing Personal CFO program does not meet your needs at this point, utilizing the Pathfinder program gives us an opportunity to work together. Costs are a one-time fixed price based on the complexity of your financial matters. The price typically ranges from $1,900 to $3,500.