The Process
Money doesn’t have to be stressful or complicated. The financial planning process includes six simple steps.
It typically takes just 4 to 6 weeks to deliver an initial financial plan.
TRANSPARENT PRICING
How we can
work together.
At Redwood Money, we do financial planning,
and as a proponent of financial planning,
we do investment management.
Ongoing
planning
Retainer financial planning with no set end date. Ongoing access to Redwood money as your trusted coach.
Investment Minimum: $250,000 AUM
Monthly retainer: $2,000-5,000 monthly until
$1.5 AUM reached.
*Fees vary based on client complexity.
Wealth management
Full-service management of IRA, trust, and brokerage accounts.
$0-$1 million: 0.95% annually
$1-2 million: 0.85% annually
$2-5 million: 0.75% annually
$5 million+: 0.65% annually
Frequently Asked Questions
-
We offer a range of solutions designed to meet your needs—whether you're just getting started or scaling something bigger. Everything is tailored to help you move forward with clarity and confidence.
-
Getting started is simple. Reach out through our contact form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
-
We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
-
You can reach us anytime via our contact page or email. We aim to respond quickly—usually within one business day.
-
We offer flexible pricing based on project type and complexity. After an initial conversation, we’ll provide a transparent quote with no hidden costs.
-
Collaborative, honest, and straightforward. We're here to guide the process, bring ideas to the table, and keep things moving.
CONNECT WITH US