Legal Pad Financial Plan

Emergent Wealth Planning 

At Interactive Capital Management, we understand Rome wasn't built in a day. As you build wealth, the desire for guidance is natural. Our Legal Pad Financial Plan is designed for clients who want to learn, grow, and take action.

We often hear these questions: I own a small business. What type of retirement plans should I consider? How should I plan for college expenses? I'm worried about my investments; am I doing the right thing? 

For each qualified client, we offer an Initial Meeting at no charge. We each have the opportunity to decide if we are a Win/Win fit. You set the agenda, addressing what you desire to accomplish.

Some Legal Pad solutions might include:

Portfolio Rx

We’ve designed Portfolio Rx so you can get a second opinion, whether you do it yourself or receive advice from another financial advisor. We’ll prepare a report that highlights the strengths and weaknesses of your current portfolio and suggests areas for improvement. We look at ways to lower your current investment expenses and ensure your portfolio matches your investment time horizon and risk tolerance.

Focused/Project-Based Plans

After our initial consultation, we may determine you will benefit most from focusing on specific financial questions. In this situation, the engagement is limited to those identified topics. Clients that most often fit this profile include individuals with simple financial circumstances or with questions regarding 401(k) investment choices, college saving strategies, cash flow, debt management, small business retirement plan selection, and basic retirement forecasting.

For this type of planning, clients can anticipate a fee of $1,600-$3500 based on the complexity of the project.