One of the lessons I’m still learning is that success is a game of inches, not hail mary’s.
Overnight success takes decades.
So on one hand I thought I’d be further along than I am.
But on the other hand, I’m proud of what I’ve achieved so far.
MAY 1, 2016
- CLIENTS: 36 households
- ACCOUNTS MANAGED: 117
- ASSETS UNDER MANAGEMENT: $12,225,198
- FEES: 1.5% AUM
- NEW CLIENT ONBOARDING: 2 meetings over 6 weeks
- MEETING FREQUENCY: Quarterly
- CONTENT: Ghost-Written Monthly Newsletters
- FINANCIAL PLAN: Financial Strategy Action Plan (PowerPoint)
- SERVICES:
- Investment Management
- Financial Planning
- College Planning
- Estate Planning
- Insurance Planning (Life & Umbrella)
- Retirement Distribution Strategy
- Action Items via email
May 1, 2023
- MEMBERS: 60 households
- ACCOUNTS MANAGED: 344
- ASSETS UNDER MANAGEMENT: $54,491,568
- FEES: 0.25% AUM + $275 flat monthly membership
- CONTENT: Original daily emails & social media
- NEW MEMBER ONBOARDING: 6 meetings over 6 months
- MEETING FREQUENCY: Monthly or Bi-Monthly
- FINANCIAL PLAN: Proprietary Financial Zen Workbook / eMoney
- HIGHEST IMPACT ADDITIONAL SERVICES:
- Daily Rebalancing
- 401k Management
- Year-End Tax Analysis
- Financial Zen Stats
- Monthly Cash Flow Analysis
- Action Items via Monday.com
- Employee Benefits Selection
- Insurance Planning (Disability, Home/Auto, Life, Umbrella)
- Annual credit report reviews
- Annual beneficiary review
The most impactful additions have come within the last couple of years, so it’s with great anticipation that I hope to roll out the following sooner rather than later…
On The Horizon:
- Financial Zen LinkedIn Group
- Financial Zen networking events
- Weekly open office hours
- Liability Management
- Mid-Year Tax Analysis
- 60 minute email / phone / text response
- 2 new team members
Thanks to everyone – from our faithful lifelong members to our business partners to our content subscribers!
Without all of you, I wouldn’t be living my dream!
