Formynder Wealth Management Services
Ongoing Wealth Management
Life is constantly changing and your financial plan should change with it. The Ongoing Wealth Management Service provides continuous guidance to help you adapt with confidence and stay aligned with what matters most.
Every major area of your financial life is covered!
Cash Flow
Education Planning
Tax Planning
Retirement Planning
Estate Planning
Investment Risk Assessment
Insurance Risk Assessment
Investment Management of individual accounts
You’ll receive personalized recommendations, regular check-ins, and support through every stage of life.
Ongoing Comprehensive Financial Planning
Are you more of a “do it yourself” investor, but you’d simply like professional guidance around your overall financial picture? The Ongoing Comprehensive Financial Planning Service provides every service of our Wealth Management option without investment management of individual accounts. For your workplace and individual investment accounts, FWM will provide:
Investment Risk Assessment
Portfolio allocation recommendations
Tax allocation recommendations
Priced For Your Stage in Life
Active Duty Military
Tailored price for those currently serving
Veteran or Retired Military / Federal or State Government Employee
Designed for those with multiple income streams and/or Federal benefits
Non-Military / Non-Federal Government Employees
Built for professionals, families, and business owners with unique situations and benefits
Complexity Factors
To keep fees as low as possible, the base fee assumes low complexity in your life. Some planning needs involve additional complexity which requires more time and expertise.
Special Needs Planning
Blended Family Dynamics
Business Ownership
Taxable Investment Accounts over $100k
Equity-Based Compensation (ISO, RSU, ESOP, etc)
Student Loan Debt over $75k
Within 10 Years of Required Minimum Distribution Age
Income Real Estate Properties
Other Formynder Wealth Management Services
Project-Based Financial Planning
One-time assessments tailored to your needs
For those seeking guidance on a specific issue, project-based financial planning is for you. This service is ideal when you want a focused assessment without ongoing support.
1-3 areas of comprehensive financial planning can be addressed during a project:
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.
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, faith-based planning is an added layer to any service.
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.
