This is the primary way we serve clients. We handle complex planning needs such as retirement, becoming financially independent, managing an inheritance/windfall, living off of investments, planning for taxes, or managing a small business. Your Financial Plan is the heart of your wealth management strategy and that’s why we will spend the majority of our time together in the beginning learning more about you and what your goals are.
What’s included with Wealth Management
– You’ll have an ongoing relationship with a CERTIFIED FINANCIAL PLANNER™ professional
– a comprehensive financial plan updated on an ongoing basis with our Financial Planning Calendar
– a minimum of one meeting per year and additional meetings whenever the need arises
– fully managed portfolio by Blue Jay Financial Group utilizing the Blue Jay Method
– consulting for your employer-sponsored plans (e.g. 401(k) or 403(b))
– on-going communication and updates throughout the year
WHAT IT LOOKS LIKE
Here is the step by step for how we will work with you:
STEP 1) Schedule a Learn More Meeting to see if Blue Jay is a good fit. We’ll talk about your past experiences, future goals, and hopefully laugh a little. This is low pressure and free! We don’t charge a dime until we are managing your assets or have decided upon a consultation relationship. We can meet again as many times after this if you’d like to answer any follow up questions and to formalize a proposal of what we think the next specific steps for you may look like.
STEP 2) Once you know you want to work with us, schedule a Get Organized Meeting. To get the most out of this time, we want to review statements of current retirement accounts, bank information, current budgets, and any other personal financial materials beforehand. If you’re wondering whether or not information will be useful, bring it on in! We would rather have too much information than not enough – and it’s usually all connected.
STEP 3) We’ll review your information and develop a financial plan alongside you and your family. We will schedule next steps and follow-up with you, making sure that you are staying on track with your goals.
STEP 4) We’re done with set-up! From here, we will implement an agreed upon Review Schedule that works best for you. We will keep you in the loop with our Annual Financial Planning Calendar and update your plan with each monthly focus point. We’ll meet at least once a year and as many other times as necessary depending on the circumstances.
Blue Jay Wealth Management costs 1.5% annually on all assets that we manage.