Encompass Options
The Encompass 360° Blueprint
This is a holistic, ongoing engagement where the advisor works with the client on all aspects of their financial life, from investments and retirement to estate and tax planning.
Ideal For: Individuals or families seeking a full, integrated plan to achieve long-term financial goals and wealth management.
Fee Structure: Typically charged as an annual fee, which may be a percentage of assets under management (AUM) or a flat fee. It often includes regular reviews and adjustments.
Encompass Targeted Focus Plan
This engagement is more targeted, focusing on specific financial areas or goals rather than a full-scale financial plan. It’s a one-time or short-term engagement with a clear focus.
Ideal For: Individuals or families needing advice on a particular aspect of their finances, such as investment strategy, debt management, or retirement planning.
Fee Structure: Generally a one-time flat fee, based on the complexity and scope of the project.
Through a shared commitment, we will make your dream a reality.
(D- Discipline, R- Routine, E- Education, A- Action, M- Mentality)
"Wise is the individual that plans for what is difficult while it's easy and plans for what is great while it is small."
- Sun Tzu -
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LOCATION
320 Morrison Park Drive, Suite 100
Southlake, TX 76092
