Our hourly PERS-focused consultations are $400 for the hour.
Our Ongoing Wealth Management services are based on a percentage of the assets managed, with a $500,000 investment minimum. You can learn more about each service under the “How We Do It” tab.
This meeting is a chance for us to get to know one another. We’ll ask questions about what prompted you to reach out, what you’re hoping for in an advisory relationship, and whether our ongoing planning and investment management service may be the right fit.
There is no pressure to make a decision during the meeting. The goal is to determine whether there is a mutual fit and, if so, what the next step would look like.
Meetings are held in our downtown Salem office, virtually, or in the homes of client families throughout the Willamette Valley when appropriate.
A fee-only financial advisor is compensated directly by clients, not by commissions from financial products. At Collective Wealth Planning, our advice is paid for through our client relationships, rather than through product sales or referral arrangements.
This helps reduce conflicts of interest and keeps the focus on advice designed to serve your best interest.
You may be ready to work with an advisor if your financial life has become complex enough that you want a thought partner helping you see the full picture, identify next steps, and follow through over time.
Many of our clients are capable of making good financial decisions on their own. They choose to work with us because they want clarity, accountability, and the confidence that someone is helping coordinate the moving pieces.
