How much is an initial consultation?
Initial consultations are complimentary and at no cost to you.
Is there an investment minimum?
No, there is not an investment minimum.
What are the fees to hire Money Script Wealth Management as an advisor?
Fees are based on the complexity of your situation. During your complementary consultation all fees will be disclosed to bring us on as your advisory firm.
Do you work with individuals and business owners?
Are clients required to hire Money Script Wealth Management, PLLC as an asset manager?
No. Clients can engage in financial planning or asset management or both!
Is Money Script Wealth Management, PLLC a fiduciary?
Why should I make a financial plan?
Financial planning provides direction to your financial decisions. It helps you to understand how each financial decision you make affects other areas of your finances. Having a plan helps you adapt more easily to life changes and feel more secure.
What type of information do I have to provide?
Typically, information regarding investments, dependents, income and expenses, savings and financial planning needs. Your financial life probably involves multiple financial institutions and multiple financial goals. With our tools, we will help you bring it all together
What should a financial plan include?
A financial plan should include a review of your net worth, goals and objectives, investment portfolio, cash flow, investments, retirement planning, tax planning and insurance needs, as well as a plan for implementing your goals
What about taxes?
We don’t have a choice about paying taxes, but we can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year. We will work with your tax professionals to help you plan to reduce your tax expense now and in the future.
How often should I update my financial plan?
We recommend no less than annually. It’s also good to review your plan when there is a lifestyle change such as marriage, birth, death or divorce. Any major changes in your finances, values and goals should also be evaluated regularly.