Financial Planning

Creating a customized financial plan is most important for your legacy. You do not live cookie cutter lifestyles, so your plan should not look like everyone else's. Working with kalibr, we look at your entire financial picture, your risk tolerance, determine what is most important to you, and create a holistic personalized financial plan that empowers you to live the life and leave the legacy you most desire. By entering into a Financial Planning Agreement, your advisor at kalibr is not only ethically but legally bound to act as a fiduciary and make decisions that have your best interest in mind.

Samples of Financial Planning Agreements

Essential Planning Process
Client's Net Worth - $375,000

  • Full Legacy Inventory completed to best get to know you
  • Legacy Pathway created for the following services:
    • Net worth analysis
    • Cash Flow Analysis
    • Investment Planning
    • Retirement Planning
  • Continual access to your Personal Profile on the Legacy Dashboard to monitor progress
  • $3,500 for first time plan creation
  • $2,000 for subsequent plans

Advanced Planning Process
Client's Net Worth - $900,000

  • Full Legacy Inventory completed to best get to know you
  • Legacy Pathway created for the following services:
    • Net worth & Cash Flow Analysis
    • Investment & Retirement Planning
    • Risk Management Planning
    • Future Educational Planning
    • Estate and Charitable Planning
  • Continual access to your Personal Profile on the Legacy Dashboard to monitor progress
  • Future scenario planning using advanced tools of the Dashboard to help ease decisions
  • $7,500 for first time plan creation
  • $3,500 for subsequent plans

 
Assets Under Management

  • Under $250,000
  • $250,001 - $500,000
  • $500,001 - $1,000,000
  • $1,000,001 - $2,500,000
  • $2,500,001 - $5,000,000
  • Above $5,000,000
  • 1.75%
  • 1.50%
  • 1.25%
  • 1.00%
  • 0.75%
  • 0.50%

Existing plans will differ from your plan as each is customized to your wants and needs, the size of your assets, and the complexity of the plan. Fees are subject to change accordingly. Each plan will be started with a specific signed agreement acknowledging all fees.

Financial Planning and Advisor Fees reflect my typical fee for these services and is negotiable. Financial Planning Fees are typically collected in full at contract signing, though other arrangements may be available. The advisory fee is calculated and collected monthly. The advisory fee range shown is a breakpoint and reflects the assessed advisor fee for all assets as each threshold is crossed. The Financial Planning Agreement and/or the Statement of Investment Selection, each of which you will sign if you engage in a Financial Plan or open an Eagle account, will reflect your specific fees. Fees are subject to change. You should reference Eagle's Wrap Fee or Firm Disclosure brochure for additional information on fees, including how and when fees may change and the method of calculation.