An investment in a dedicated financial partner.
Our planning and wealth management process helps our clients:
Feel more educated in their money decisions
Have more time to focus on what matters most
Have peace of mind they are using money as a tool
Memento Planning and Wealth Management:
Minimum Fee: $1,500 per quarter
Maximum Fee: $3,000 per quarter
Range based on 1% of assets under management
(using 12/1 prior year value)
Designed for ongoing advice and proactive planning
Cancel anytime
Cash Flow Planning
Tax planning
Equity comp analysis
Investment strategy implementation
Financial independence planning
Work-optional strategy
Education savings
Debt payoff
Insurance analysis
Employee benefits review
Estate planning
Interested in working together?
Get started in three easy steps.
Step #1—Answer some preliminary questions and schedule a free consultation.
Step #2—We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.
Step #3—Complete a free strategy session to evaluate the value of our services and think about it before deciding if you’d like to partner with our firm.