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
Ongoing planning
Retainer comprehensive financial planning. Ongoing access to Redwood money as your trusted coach.
Initial Financial Planning Fee: $2,000-$5,000
Monthly Planning Fee: $500-2,000 monthly**
Fees vary based on client complexity.
**Monthly fee may be reduced for wealth management clients.
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
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Proactive ongoing planning
Comprehensive advice
Call, text, or email any time
Investment management
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No minimum investment
Funding and withdrawal executionInvestment selection
Trading and monitoring
Tax-smart strategies
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