Ford Financial Fitness
Ford Financial Fitness
Services
What can we do for you?
Financial Planning
When some hear the term 'Financial Planning' they may think that is it all about saving more money. In our experience among high earners, just as many folks need to save more as folks who are saving too much!
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A thoughtful, well-tailored financial plan that adjusts to you are your life adjusts is pivotal to living the life you want. ​
Investment Management
A great plan without a great partner to execute that plan is worthless.
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The goal is not to hit a home run on every pitch, it is to have the highest likelihood of success. Yes a home run here and there may be vital to win the game, but if all you do it swing for the fences you're likely to strikeout.
Tax Planning
As a part of our financial planning tax planning is built in. The goal isn't to pay as little taxes as possible (going broke will minimize taxes!) but rather make well informed, well timed decisions around your income and wealth.
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Taxes is a part of life but there is no reason to pay for more than your fair share.
How do we get paid?
As a fee only Register Investment Advisory firm we only earn exactly what you pay us. We do not earn commissions from the products we give you.
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Our standard investment management fees are:
$0 - $100,000 1.5%
100,001 - $500,000 1.25%
$500,000 - $1,000,000 1.00%
$1,000,001 and up .85%
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For Financial Planning, ongoing financial planning will range from $1,200 - $12,000 per year billable in arrears monthly. The fee will be discussed after our first meeting and depend on the complexity of your financial situation.
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Tax planning is incorporated into the financial planning at no additional charge. Many clients recover most financial planning costs in tax savings alone.