Wolfpack Investment Management - Financial Planning To Help Find Your Path
 

Financial Planning For

your Unique Life

Finally, a service that takes the guesswork out of managing your finances and helps you understand how everything works when you make a certain financial decision.

 

We are all different, we are all unique, and we all have different goals. It is important to have a customized plan that works for your financial situation and makes you understand that there is a solution to feel financially secure throughout all your life stages and beyond.

It's time to stop making bad decisions about your finances and instead work with a fee-only financial advisor, who will act as a fiduciary, to help you through your financial situations.

A plan never goes from A to Z in a straight line. There is always some deviation, but a well thought out plan with contingencies will allow you to remain calm as you move towards your goal.

Flexible options that fit your unique needs

For more details, please refer to our services fee table.

 

Comprehensive Financial Plan

First Month: $250

Ongoing Months: $150

  • Also known as "Ongoing Financial Planning"

  • A complete financial plan​

  • Monthly subscription

  • We monitor the financial plan

  • Structured meetings throughout the year to keep you engaged and in control​​

  • Access to financial planning software

  • Ongoing access as situations and circumstances change

 

Financial Plan Creation

Fee: $2,000

Half fee due at the beginning

  • A complete financial plan

  • One time fee​

  • You follow & monitor the financial plan

  • You don't require accountability

  • Annual check-in

 

Project-Based Financial Plan

Hourly Rate: $250

Minimum 2 Hours

  • Also known as "Hourly Financial Planning"

  • Creation of a partial financial plan

  • Flexibility

    • Pay for what you need​

  • You follow & monitor the financial plan

  • You don't require accountability

  • Annual check-in

Hourly project examples:

  • Investment Analysis

    • 2 - 4 Hours​

  • Budget Creation

    • 2 - 5 Hours​

  • Real Estate Property Valuation

    • 2 - 6 Hours​

  • Two Financial Topics

    • 2 - 8 Hours​

 

Financial Planning Process

Step 1:

Introductory Meeting

It all begins with a meeting. This complimentary consultation will consist of discussing your financial life. This also provides an opportunity to make sure we are a good fit.

Step 2:

Discovery Meeting

We will discuss your financial goals and assist you in becoming financially organized.

We will require details such as:

  • Pay Stubs

  • Investment Accounts

  • Bank Statements

  • Credit Card Statements

The more details you provide, the better we can help.

Step 3:

Developing Your Financial Plan

We will work with you to develop your customized financial plan with the information that you provided and the goals that you seek. We will use our experience and industry knowledge to construct a plan that will allow you to understand your financial situation. Also, to make sure you know that there is a solution to feel financially secure today and throughout all your life stages and beyond.

 

 

Step 4:

Delivery & Implementation of Financial Plan

We will provide recommendations for your financial situation by delivering to you your customized Financial Plan.

We offer different types of Financial Planning services to fit your needs.

Step 5:

Check-in Progress Review

After becoming a client, we hold check-in meetings to discuss progress and to discuss any new topics that arise from your financial life.

We will also reach out to our clients, if need be, to reevaluate goals, decisions, and upcoming life events.

You are no longer alone!