Our Services

We provide comprehensive financial planning and investment management services, serving clients nationwide through virtual meetings and traditional communication channels.

We prioritize aligning your investment strategy with your specific goals, such as retirement income, wealth transfer, or charitable giving. Despite our lower fees compared to traditional providers, we offer unrestricted client interactions and constant availability via phone, email, and web conference.

Our 3-Step Process to Becoming a Client

Step 1: Get Organized
We begin by inviting you to join our planning software—a secure, easy-to-use hub for your financial life. This platform helps you organize and manage all your financial information in one convenient place.

Step 2: Receive a Complimentary Financial Plan
Once your information is in order, we craft a comprehensive, tailored financial plan just for you. This complimentary plan provides clear insights into your financial future and outlines a strategy to help you reach your goals.

Step 3: Sign Up for Ongoing Support
Finally, choose to enroll in our ongoing financial planning and investment management services. With continuous guidance and support, we help you stay on track and adjust your strategy as your needs evolve.

Our Transparent Fee Structure

At Incline Financial Planning, our fee structure is designed to support your wealth-building journey through comprehensive, holistic financial planning. Here's how it works:

  • Financial Planning:
    We charge an annual fee of $3,000 for financial planning, which is dedicated to laying the groundwork for your wealth building. This includes reducing debt, maximizing the benefits of your 401(k), and establishing a robust financial strategy tailored to your needs. Once we help you build your wealth to $1,000,000 in managed assets, this financial planning fee is waived, reflecting our commitment to your long-term success.

  • Investment Management:
    Our investment management fees are based on the assets we manage for you:

    • 0.75% on assets from $0 to $2,000,000

    • 0.5% on assets from $2,000,000 to $5,000,000

    • 0.25% on assets above $5,000,000

Our goal is not just to manage your wealth but to walk alongside you every step of the way. With a focus on holistic financial planning as the cornerstone of our service, we ensure that your financial strategy is both proactive and adaptive, paving the way for a secure and prosperous future.