125 Park Avenue
This level of service is ideally suited for someone who is just getting started. A foundational client has very little in the way of invested assets and may or may not have a firm understanding of what their financial goals are.
At this level, your dedicated advisor completes a 1 hour Fact Finding session with you to get a firm understanding of where you are and where you wish to go.
Foundational members complete the Fundamentals of Financial Literacy coursework in a self paced learning environment. During your first year at this level your dedicated advisor will assist you with the following:
All of your financial data and progress will be input and measured on our Wealth Portal.
Wealth Portal Video
Unlike working with other firms where you only hear from someone when they want to sell you something, you will be in contact with your dedicated advisor through the following means:
The monthly subscription dues for the Foundational Level begins at $77/month.
Developing Level Video
All levels of service come with our proprietary Value Calendar!! This tool allows you to gauge the value that you are receiving each month and allows Wealth Our Way to truly stand out in the financial services industry by providing our members with a true way to determine what they are paying for and what it is worth!!
Please denote your desired level of service below and we can begin today!!