Our Services

Ongoing Operational Financial Planning

Life is constantly changing—and your financial plan should change with it. Our ongoing planning service provides continuous guidance to help you adapt with confidence and stay aligned with what matters most.

Whether you're active duty, transitioning careers, or planning for retirement, we work with you to create and maintain a plan that reflects your goals and values.

We cover every major area of your financial life:

  • Cash Flow & Budgeting

  • Education Planning

  • Tax Planning

  • Retirement Planning

  • Estate Planning

  • Investment Risk Assessment

  • Insurance Risk Assessment

You’ll receive personalized recommendations, regular check-ins, and support through every stage of life. We’re here to help you simplify the complex—and move forward with clarity and peace of mind.

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Financial investment app Altruist: one showing a rising graph, and the other showing an investment portfolio.

Ongoing Strategic Wealth Management

This service includes everything offered in our Ongoing Comprehensive Financial Planning—plus professional investment management tailored to your goals and risk tolerance.

Whether you're just getting started or already building wealth, we believe everyone deserves access to personalized investment guidance. That’s why we have no investment minimums.

In addition, we manage your investments to align with your financial goals, time horizon, and risk profile. Portfolios are designed with purpose—built for long-term growth, managed with care, and integrated into your overall plan.

Financial snapshot document titled 'One Page Financial Snapshot' with sections on goals, accomplishments, cash flow, investments, tax, retirement, insurance, and estate planning.
Financial analytics dashboard showing probability of success at 93%, net worth $1.3 million, effective tax rate 15%, current asset allocation with U.S. equities 68% and bonds 32%, balance sheet details, and asset simulation results.

Project or One-Time Financial Planning

One-time assessments tailored to your needs

For those seeking guidance on a specific issue or a one-time review, we offer project-based planning. This service is ideal when you want a focused assessment without ongoing support.

We can address one or more areas of comprehensive financial planning:

  • Cash Flow & Budgeting

  • Education Planning

  • Tax Planning

  • Retirement Planning

  • Estate Planning

  • Investment Risk Assessment

  • Insurance Risk Assessment

A brief discovery meeting is required to understand your needs and provide a personalized cost estimate.

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Faith-Based Financial Planning

Available at no additional cost to any selected service option

For those who seek to align their financial decisions with their faith, we offer faith-based planning as an added layer to our comprehensive services.

This approach views financial stewardship through the lens of Scripture—helping you manage resources with wisdom, generosity, and purpose. Together, we explore how biblical principles can guide key areas of your plan, including:

  • Generosity and giving

  • Biblically-aware investing

  • Tax-efficient charitable strategies

Whether you’re giving, investing, or planning for the future, this service ensures your financial decisions reflect your values and walk of faith.

We prioritize straightforward and clear pricing, which is why we’ve included our fee estimator right here on our website.

Formynder Fee Calculator

Formynder Wealth Management - Fee Estimator

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*Discount for wealth management service begins once client(s) have open investment accounts managed by Formynder Wealth Management, LLC.
All fees indicated are estimates based on the factors entered and are not guaranteed. Actual fees may vary once the scope of work is determined. Fees are not final until contractual by both Formynder Wealth Management, LLC and the client(s).