SERVICES

Beware of little expenses. A small leak will sink a great ship. ~ Benjamin Franklin

OUR SERVICES

For clients who require advice beyond just investment management, we offer two additional financial planning services:
Limited Consultation and Ongoing Financial Planning.
They are available either on a standalone basis, or in conjunction with, our investment management services.

PRICING
Access to eMoney Financial Planning Software & Account Aggregation Website
Educational Blog
INVESTMENTS
Utilizes True Low Correlation Alternatives
Regular Rebalancing
Human Adviser Reviewing Trades
Access to Sophisticated Strategies
Advanced Security
24/7 Access to View Accounts
Minimum Portfolio Size
PLANNING
Financial Planning
Cash Flow Planning/Budgeting
College Savings Planning
Debt/Student Loans
Insurance Analysis
Workplace Plan Analysis (401k)
Other Goals
CONTACT
Personal Financial Adviser
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0.45%
of assets managed
$800 $1,000-$2,500 upfront
$100-$200 monthly*
FREE
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2 topics
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Staff Adviser
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Personal Adviser
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START INVESTING SCHEDULE A CONSULTATION SCHEDULE A CONSULTATION TRACK INVESTMENTS

* Upfront and monthly fees vary based on complexity
** Available for Consultation or Planning clients when utilizing Building Benjamins Investment Management services


Limited Consultation

A Limited Consultation is best for clients with one or two financial issues that they need help with and desire professional guidance to resolve them. Some examples might be:

  1. How much should I be saving for retirement?
  2. How can I best take advantage of my retirement plan options?
  3. Can we afford to buy this house?
  4. How should I best save for my child’s education?
  5. And others.

Request a free consultation to discuss your situation.

Ongoing Planning

Ongoing Planning expands upon a Limited Consultation by offering continuous and ongoing advice and monitoring of your financial situation. Subscribing to our Ongoing Planning package gives you access to your own professional Financial Planner who is available to provide guidance on all aspects of your financial life.

In addition to addressing your initial concerns and goals, we will work with you over time to ensure you are progressing towards your goals as planned and are available to guide you and adjust if and when new situations arise or you find yourself off track.

Request a free consultation to discuss your situation.