Work With Me!

Financial Planning

Investment Management

Tax Preparation

Financial Planning is the continual process of analyzing an individual’s financial resources and determining how to pursue personal goals. It is important. Financial Planning has the power to change your life.

Financial planning should be taught in every grade level of school, provided as an employee benefit in every company, and offered to everyone who is broke and homeless. Financial Planning is essential to life. It is the oxygen your financial body is craving. Okay, you get it.

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I want to INSPIRE you. I want to EMPOWER you. I want to BUILD TRUST with you.

We are going to start from square one. We are going to get intensely focused on your goals in life, and if you don’t have any we are going to discover what is important to you. We will look at everything and connect all the dots. Every month we will check in and measure our progress. While I do not make anyone sign a service contract, I ask for your commitment as the best results are seen after twelve months of work.


There is an upfront fee that varies from $500 to $1000. Starting in the second month, your monthly fee will be set between $75 and $150.

Topics Covered: Goal Outline, Career Development, Cash Flow Analysis, Debt Management, Student Loan Management, Tax Planning, Self-Employed Income Tax Preparation, Investment Advice, Investment Management, Insurance Analysis (Health, Property, Life, Income), College Cost and Aid Planning, Retirement Planning, Financial Counseling, Behavior Coaching, Accountability.  

What is Financial Planning? 

Why do I need a Financial Planner?

Discovery Meeting

Review Plan

Client Calendar

Annual Income Tax Preparation

Monthly Check-In Meetings

Unlimited Access to Planner

Aggregation of All Investment

Accounts (Personal and Employer)

Review of Investment Goals

Quarterly Review of Performance

Trading and Rebalancing

Tax Review Consultation

Custom Tax Plan

Income Tax Preparation

Authorized IRS e-File Submission

IRS Status Updates

Direct Deposit Refund Option

I have access to the latest technology to facilitate the best possible user experience, efficient investment management style, and use of low cost, no-load investments.

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I do not sell products and I do not make commissions.

I have no account minimums or minimum investment requirements.

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My investment management fee is based on the size of your account. If you account grows, my income will grow with it. If your account value falls, my income falls. It is in my best interest to help you grow your wealth!

The highest annual investment management fee I charge is 1% of the account value. This fee includes all trading costs, technology fees, platform fees, statement fees, and advisory fees. When you account grows to a certain level, your fee will drop according to the fee schedule.

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Account Value

Annual Advisory Fee

 

$1 - $100,000

1.00%

 

$100,001 - $250,000

0.95%

 

$250,001 - $500,000

0.90%

 

$500,001 and $1,000,000

0.85%

 

$1,000,001 and Above

Negotiable

 

Investment Management

Branching Out

I can help you change the rest of your life.

Taxes can be scary, frustrating, intimidating, or all of the above. These feelings are justified, as the Internal Revenue Code (aka the Bible for taxes) is over 10,000 pages long. However, you should feel confident working with a professional who will prepare your income taxes accurately, quickly, and help you get every deduction and credit your are entitled to receive.

Income Tax Service $150-$200

Tax Preparation

Hedging the Leaves

Copyright 2016 ©  Rooted Financial Planning. 

Rooted Financial Planning LLC is a registered investment advisor offering services in the State of Texas and in other jurisdictions where exempted.

Projects

If you have a small project or only need help with one or two financial planning topics, I can help. Included: Initial Meeting, Data Gathering Meeting, Prepare and Present Plan, Limited Support via Email. Costs vary, however most projects will be between $250 - $500.

If you have a small project or only need help with one or two financial planning topics, I can help. Included: Initial Meeting, Data Gathering Meeting, Prepare and Present Plan, Limited Support via Email. Costs vary, however most projects will be between $250 - $500.

Other Projects

Sprouting Life