1036 Chelsea Ave.
We believe that planning is the cornerstone of successful client relationships and is essential to understanding your goals and helping you take control of your financial future. Because of that, every new relationship with our firm begins with Planning and Consulting. While a majority of our clients may need our Investment Management services, all relationships will begin with a planning and consulting relationship.
At Northwest Capital Financial Group, LLC, we see you, your life, and the way you should invest from a unique perspective. Where you want to go in life – and managing the risks that can hamper your progress – is what really matters.
Generally, Targeted planning is most appropriate for clients under the age of 35 with less than $250,000 in investable assets.
All Targeted services plus...
Generally, Foundational planning is most appropriate for clients under the age of 50 with up to $500,000 in investable assets.
All Foundational services plus...
Generally, Comprehensive planning is most appropriate for clients over the age of 50 with greater than $500,000 in investable assets.
Our Planning & Consulting fees can be paid via ACH or credit card. Additionally, Investment Management clients may choose to have this fee converted to a percentage of assets under management and deducted quarterly from their investment account(s). For example, a household with $500,000 in assets under management with our firm and using our Foundational planning services may choose to have an annualized 0.37% (($155 x 12)/500,000) charged to their investments along with their Investment Management fee versus paying the Planning & Consulting fee separately.